Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

R&B Insurance Services LLC

Lock Haven, PA

R&B Insurance Services LLC of Lock Haven, PA is the broker of record on 21 Form 5500 Schedule A filings covering 13 employer benefit plans across 2 states, with $319,693 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
21
States served
2
Reported commissions
$319,693
plan year 2025
Reported fees
$47,739

Quick answer

R&B Insurance Services LLC (Lock Haven, PA) is the broker of record for 13 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does R&B Insurance Services LLC have?
R&B Insurance Services LLC is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 2 states.
Who are R&B Insurance Services LLC's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), Citizens & Northern Bank (425 participants) and First Citizens Community Bank (378 participants).
How much does R&B Insurance Services LLC earn in commissions?
Insurers reported $319,693 in broker commissions and $47,739 in fees paid to R&B Insurance Services LLC for plan year 2025, per Schedule A Part 1.
Where is R&B Insurance Services LLC located?
R&B Insurance Services LLC is based in Lock Haven, PA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming R&B Insurance Services LLC 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
UpmcPA94,3912024-12-31
Citizens & Northern BankPA4252025-12-31
First Citizens Community BankPA3782025-12-31
10 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.