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Benefits Intelligence/Broker Directory/Pennsylvania

North American Benefits Company

Malvern, PA

North American Benefits Company of Malvern, PA is the broker of record on 58 Form 5500 Schedule A filings covering 36 employer benefit plans across 10 states, with $71,652 in reported broker commissions (plan year 2025).

Employer clients
36
distinct plan sponsors
Schedule A filings
58
States served
10
Reported commissions
$71,652
plan year 2025
Reported fees
$447,341

Quick answer

North American Benefits Company (Malvern, PA) is the broker of record for 36 employer benefit plan sponsors on 58 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does North American Benefits Company have?
North American Benefits Company is named as broker on Form 5500 Schedule A filings for 36 distinct plan sponsors in 10 states.
Who are North American Benefits Company's largest employer clients?
By plan participants, the largest include Board Of Trustees Of I.B. Of T. Welfare Fund - 945 (2,130 participants), Coleman American Companies (1,706 participants) and Cleveland Brothers Equipment Co Inc (1,611 participants).
How much does North American Benefits Company earn in commissions?
Insurers reported $71,652 in broker commissions and $447,341 in fees paid to North American Benefits Company for plan year 2025, per Schedule A Part 1.
Where is North American Benefits Company located?
North American Benefits Company is based in Malvern, PA and has employer clients in 10 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming North American Benefits Company 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
Board Of Trustees Of I.B. Of T. Welfare Fund - 945NJ2,1302024-12-31
Coleman American CompaniesAL1,7062025-12-31
Cleveland Brothers Equipment Co IncPA1,6112024-12-31
33 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.