Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Melinda Diane Swartley

Trappe, PA

Melinda Diane Swartley of Trappe, PA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $2,973 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$2,973
plan year 2025

Quick answer

Melinda Diane Swartley (Trappe, 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 Melinda Diane Swartley have?
Melinda Diane Swartley is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Melinda Diane Swartley's largest employer clients?
By plan participants, the largest include Myers Emergency Power Systems, LLC (212 participants), Pathfinder Services, Inc. (188 participants) and The Klein Company (122 participants).
How much does Melinda Diane Swartley earn in commissions?
Insurers reported $2,973 in broker commissions paid to Melinda Diane Swartley for plan year 2025, per Schedule A Part 1.
Where is Melinda Diane Swartley located?
Melinda Diane Swartley is based in Trappe, PA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Melinda Diane Swartley 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
Myers Emergency Power Systems, LLCPA2122025-08-31
Pathfinder Services, Inc.IN1882025-12-31
The Klein CompanyPA1222025-08-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Pennsylvania

All brokers in Pennsylvania →

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.