Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Mcclellan, David

Reinholds, PA

Mcclellan, David of Reinholds, PA is the broker of record on 12 Form 5500 Schedule A filings covering 11 employer benefit plans across 10 states, with $115,882 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
12
States served
10
Reported commissions
$115,882
plan year 2025

Quick answer

Mcclellan, David (Reinholds, PA) is the broker of record for 11 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mcclellan, David have?
Mcclellan, David is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 10 states.
Who are Mcclellan, David's largest employer clients?
By plan participants, the largest include Aw Holdings, LLC (1,904 participants), Biomerics, LLC (1,661 participants) and Visiting Nurse Association Health Group, Inc. (1,630 participants).
How much does Mcclellan, David earn in commissions?
Insurers reported $115,882 in broker commissions paid to Mcclellan, David for plan year 2025, per Schedule A Part 1.
Where is Mcclellan, David located?
Mcclellan, David is based in Reinholds, PA and has employer clients in 10 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mcclellan, David 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
Aw Holdings, LLCIN1,9042025-12-31
Biomerics, LLCUT1,6612025-12-31
Visiting Nurse Association Health Group, Inc.NJ1,6302025-12-31
8 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.