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Benefits Intelligence/Broker Directory/Pennsylvania

Pennsylvania Pension Planners

Harrisburg, PA

Pennsylvania Pension Planners of Harrisburg, PA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$33,672

Quick answer

Pennsylvania Pension Planners (Harrisburg, PA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pennsylvania Pension Planners have?
Pennsylvania Pension Planners is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Pennsylvania Pension Planners's largest employer clients?
By plan participants, the largest include Simmcon Systems, Inc. (10 participants).
Where is Pennsylvania Pension Planners located?
Pennsylvania Pension Planners is based in Harrisburg, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pennsylvania Pension Planners 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
Simmcon Systems, Inc.PA102025-12-31
4 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.