Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Philadelphia

Blue Bell, PA

Philadelphia of Blue Bell, PA is the broker of record on 16 Form 5500 Schedule A filings covering 14 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
16
States served
2
Reported commissions
$0
plan year 2025
Reported fees
$26,215

Quick answer

Philadelphia (Blue Bell, PA) is the broker of record for 14 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Philadelphia have?
Philadelphia is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 2 states.
Who are Philadelphia's largest employer clients?
By plan participants, the largest include Jewish Home Of Eastern Pennsylvania (232 participants).
Where is Philadelphia located?
Philadelphia is based in Blue Bell, PA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Philadelphia 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
Jewish Home Of Eastern PennsylvaniaPA2322025-12-31
13 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.