Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Mcclellan, David Joel

Reinholds, PA

Mcclellan, David Joel of Reinholds, PA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $4,426 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$4,426
plan year 2025
Reported fees
$11,290

Quick answer

Mcclellan, David Joel (Reinholds, PA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mcclellan, David Joel have?
Mcclellan, David Joel is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Mcclellan, David Joel's largest employer clients?
By plan participants, the largest include Yeled V' Yalda, E.C.C., Inc. (916 participants), Laerdal Medical Corporation (402 participants) and Jewish Federation Of Southern Jersey-Hmo (384 participants).
How much does Mcclellan, David Joel earn in commissions?
Insurers reported $4,426 in broker commissions and $11,290 in fees paid to Mcclellan, David Joel for plan year 2025, per Schedule A Part 1.
Where is Mcclellan, David Joel located?
Mcclellan, David Joel is based in Reinholds, PA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mcclellan, David Joel 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
Yeled V' Yalda, E.C.C., Inc.NY9162025-12-31
Laerdal Medical CorporationNY4022025-12-31
Jewish Federation Of Southern Jersey-HmoNJ3842025-03-31
1 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.