Rita M Bergstein
N Huntingdon, PA
Rita M Bergstein of N Huntingdon, PA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,966 in reported broker commissions (plan year 2024).
Quick answer
Rita M Bergstein (N Huntingdon, PA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Rita M Bergstein have?
- Rita M Bergstein is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Rita M Bergstein's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Passavant Memorial Homes, Inc. (798 participants) and Pmg Indiana, LLC (238 participants).
- How much does Rita M Bergstein earn in commissions?
- Insurers reported $1,966 in broker commissions paid to Rita M Bergstein for plan year 2024, per Schedule A Part 1.
- Where is Rita M Bergstein located?
- Rita M Bergstein is based in N Huntingdon, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rita M Bergstein on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Passavant Memorial Homes, Inc. | PA | 798 | 2025-07-31 |
| Pmg Indiana, LLC | IN | 238 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Pennsylvania
- Marsh & Mclennan Agency LLC: 5,997 employer clients, $599,135,960 reported commissions (Conshohocken)
- Emerson Rogers LLC: 1,804 employer clients, $32,536,623 reported commissions (Blue Bell)
- Patriot Growth Insurance Services: 373 employer clients, $17,044,527 reported commissions (Fort Washington)
- Adp, Inc.: 249 employer clients, $28,710 reported commissions (Philadelphia)
- Gi George Parent Lp: 232 employer clients, $333,057 reported commissions (Fort Washington)
- Onedigital Premier Services LLC: 206 employer clients, $1,207,211 reported commissions (Berwyn)
- Ascensus Holdings, Inc.: 168 employer clients, $417,985 reported commissions (Dresher)
- Nfp Corporate Services (Pa) Inc: 156 employer clients, $11,360,708 reported commissions (Warrington)
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.