Mid Atlantic Office
Conshohocken, PA
Mid Atlantic Office of Conshohocken, PA is the broker of record on 29 Form 5500 Schedule A filings covering 29 employer benefit plans across 5 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Mid Atlantic Office (Conshohocken, PA) is the broker of record for 29 employer benefit plan sponsors on 29 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Mid Atlantic Office have?
- Mid Atlantic Office is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 5 states.
- Who are Mid Atlantic Office's largest employer clients?
- By plan participants, the largest include Goodwill Keystone Area (1,462 participants), Goodwill Industries Of The Chesapeake, Inc. (832 participants) and Lifesteps, Inc. (751 participants).
- Where is Mid Atlantic Office located?
- Mid Atlantic Office is based in Conshohocken, PA and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Mid Atlantic Office 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 |
|---|---|---|---|
| Goodwill Keystone Area | PA | 1,462 | 2025-12-31 |
| Goodwill Industries Of The Chesapeake, Inc. | MD | 832 | 2025-12-31 |
| Lifesteps, Inc. | PA | 751 | 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.