How many employer clients does Pdcm Insurance have?

Pdcm Insurance is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.

Who are Pdcm Insurance's largest employer clients?

By plan participants, the largest include Veridian Credit Union (834 participants), Exceptional Persons, Inc. (243 participants) and Western Home Services (229 participants).

How much does Pdcm Insurance earn in commissions?

Insurers reported $99,395 in broker commissions and $2,239 in fees paid to Pdcm Insurance for plan year 2025, per Schedule A Part 1.

Where is Pdcm Insurance located?

Pdcm Insurance is based in Waterloo, IA and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Iowa

Pdcm Insurance

Waterloo, IA

Pdcm Insurance of Waterloo, IA is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $99,395 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$99,395

plan year 2025

Reported fees

$2,239

Quick answer

Pdcm Insurance (Waterloo, IA) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pdcm Insurance have?: Pdcm Insurance is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Pdcm Insurance's largest employer clients?: By plan participants, the largest include Veridian Credit Union (834 participants), Exceptional Persons, Inc. (243 participants) and Western Home Services (229 participants).
How much does Pdcm Insurance earn in commissions?: Insurers reported $99,395 in broker commissions and $2,239 in fees paid to Pdcm Insurance for plan year 2025, per Schedule A Part 1.
Where is Pdcm Insurance located?: Pdcm Insurance is based in Waterloo, IA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pdcm Insurance 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
Veridian Credit Union	IA	834	2024-12-31
Exceptional Persons, Inc.	IA	243	2025-04-30
Western Home Services	IA	229	2024-12-31

5 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.