Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Patrick Moran

Lancaster, PA

Patrick Moran of Lancaster, PA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans, with $41,441 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$41,441
plan year 2025

Quick answer

Patrick Moran (Lancaster, PA) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patrick Moran have?
Patrick Moran is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Patrick Moran's largest employer clients?
By plan participants, the largest include Lancaster Bible College (427 participants), Shipley Group, L.P. (395 participants) and Lancaster Toyota, Inc. (143 participants).
How much does Patrick Moran earn in commissions?
Insurers reported $41,441 in broker commissions paid to Patrick Moran for plan year 2025, per Schedule A Part 1.
Where is Patrick Moran located?
Patrick Moran is based in Lancaster, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patrick Moran 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
Lancaster Bible CollegePA4272024-12-31
Shipley Group, L.P.PA3952024-12-31
Lancaster Toyota, Inc.PA1432025-02-28
3 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.