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Benefits Intelligence/Broker Directory/Virginia

Philip Waldrop

Mechanicsville, VA

Philip Waldrop of Mechanicsville, VA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $232 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$232
plan year 2025

Quick answer

Philip Waldrop (Mechanicsville, VA) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Philip Waldrop have?
Philip Waldrop is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Philip Waldrop's largest employer clients?
By plan participants, the largest include First Bank And Trust Company (159 participants).
How much does Philip Waldrop earn in commissions?
Insurers reported $232 in broker commissions paid to Philip Waldrop for plan year 2025, per Schedule A Part 1.
Where is Philip Waldrop located?
Philip Waldrop is based in Mechanicsville, VA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Philip Waldrop 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
First Bank And Trust CompanyVA1592025-12-31

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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.