Jody D Marshall
State College, PA
Jody D Marshall of State College, PA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $4,157 in reported broker commissions (plan year 2025).
Quick answer
Jody D Marshall (State College, PA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jody D Marshall have?
- Jody D Marshall is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Jody D Marshall's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants) and Point Spring Company (138 participants).
- How much does Jody D Marshall earn in commissions?
- Insurers reported $4,157 in broker commissions and $123 in fees paid to Jody D Marshall for plan year 2025, per Schedule A Part 1.
- Where is Jody D Marshall located?
- Jody D Marshall is based in State College, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jody D Marshall on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Point Spring Company | PA | 138 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.