Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Layne Financial Inc

New Castle, PA

Layne Financial Inc of New Castle, PA is the broker of record on 76 Form 5500 Schedule A filings covering 44 employer benefit plans across 9 states, with $439,002 in reported broker commissions (plan year 2025).

Employer clients
44
distinct plan sponsors
Schedule A filings
76
States served
9
Reported commissions
$439,002
plan year 2025
Reported fees
$19,997

Quick answer

Layne Financial Inc (New Castle, PA) is the broker of record for 44 employer benefit plan sponsors on 76 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Layne Financial Inc have?
Layne Financial Inc is named as broker on Form 5500 Schedule A filings for 44 distinct plan sponsors in 9 states.
Who are Layne Financial Inc's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), The Cleveland Clinic Foundation (65,297 participants) and Prestage Farms, Inc. (2,783 participants).
How much does Layne Financial Inc earn in commissions?
Insurers reported $439,002 in broker commissions and $19,997 in fees paid to Layne Financial Inc for plan year 2025, per Schedule A Part 1.
Where is Layne Financial Inc located?
Layne Financial Inc is based in New Castle, PA and has employer clients in 9 states.
How does Layne Financial Inc rank among benefits brokers in Pennsylvania?
Layne Financial Inc ranks #42 by employer clients among the 50 most active benefits brokers based in Pennsylvania.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Layne Financial Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
UpmcPA94,3912024-12-31
The Cleveland Clinic FoundationOH65,2972025-12-31
Prestage Farms, Inc.NC2,7832025-09-30
41 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Pennsylvania

All brokers in Pennsylvania →

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.