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Benefits Intelligence/Broker Directory/Pennsylvania

Lillis Mckibben Bongiovanni & Co

Erie, PA

Lillis Mckibben Bongiovanni & Co of Erie, PA is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans, with $561,662 in reported broker commissions (plan year 2025).

Employer clients
15
distinct plan sponsors
Schedule A filings
22
States served
1
Reported commissions
$561,662
plan year 2025
Reported fees
$74,558

Quick answer

Lillis Mckibben Bongiovanni & Co (Erie, PA) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lillis Mckibben Bongiovanni & Co have?
Lillis Mckibben Bongiovanni & Co is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors.
Who are Lillis Mckibben Bongiovanni & Co's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), Manufacturer & Business Association (7,618 participants) and Logistics Plus, Inc. (575 participants).
How much does Lillis Mckibben Bongiovanni & Co earn in commissions?
Insurers reported $561,662 in broker commissions and $74,558 in fees paid to Lillis Mckibben Bongiovanni & Co for plan year 2025, per Schedule A Part 1.
Where is Lillis Mckibben Bongiovanni & Co located?
Lillis Mckibben Bongiovanni & Co is based in Erie, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lillis Mckibben Bongiovanni & Co 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
Manufacturer & Business AssociationPA7,6182025-12-31
Logistics Plus, Inc.PA5752026-03-31
12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.