Fundz
Fundz
Benefits Intelligence/Broker Directory

Philip, Chad

Philip, Chad is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans, with $3,800 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$3,800
plan year 2024

Employer clients

Plan sponsors naming Philip, Chad 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
Washington Commercial Construction Health TrustWA3,5432024-12-31
Pacific Business Resources Benefit TrustWA1,4702019-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

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.