Liberty Financial Services
Pittsburgh, PA
Liberty Financial Services of Pittsburgh, PA is the broker of record on 29 Form 5500 Schedule A filings covering 23 employer benefit plans, with $693,135 in reported broker commissions (plan year 2025).
Quick answer
Liberty Financial Services (Pittsburgh, PA) is the broker of record for 23 employer benefit plan sponsors on 29 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Liberty Financial Services have?
- Liberty Financial Services is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors.
- Who are Liberty Financial Services's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Conco Services, LLC (667 participants) and Aerotech, Inc. (534 participants).
- How much does Liberty Financial Services earn in commissions?
- Insurers reported $693,135 in broker commissions and $53,357 in fees paid to Liberty Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Liberty Financial Services located?
- Liberty Financial Services is based in Pittsburgh, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Liberty Financial Services 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 |
| Conco Services, LLC | PA | 667 | 2025-12-31 |
| Aerotech, Inc. | PA | 534 | 2025-06-30 |
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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.