Matthew G Berger
Narberth, PA
Matthew G Berger of Narberth, PA is the broker of record on 49 Form 5500 Schedule A filings covering 38 employer benefit plans across 6 states, with $1,823 in reported broker commissions (plan year 2025).
Quick answer
Matthew G Berger (Narberth, PA) is the broker of record for 38 employer benefit plan sponsors on 49 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Matthew G Berger have?
- Matthew G Berger is named as broker on Form 5500 Schedule A filings for 38 distinct plan sponsors in 6 states.
- Who are Matthew G Berger's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Jako Enterprises, LLC (1,442 participants) and Bennett Motor Express Management, Inc. (1,143 participants).
- How much does Matthew G Berger earn in commissions?
- Insurers reported $1,823 in broker commissions paid to Matthew G Berger for plan year 2025, per Schedule A Part 1.
- Where is Matthew G Berger located?
- Matthew G Berger is based in Narberth, PA and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Matthew G Berger 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 |
| Jako Enterprises, LLC | PA | 1,442 | 2025-06-30 |
| Bennett Motor Express Management, Inc. | GA | 1,143 | 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.