Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Robert Macwhinnie

Pittsburgh, PA

Robert Macwhinnie of Pittsburgh, PA is the broker of record on 11 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $106,545 in reported broker commissions (plan year 2024).

Employer clients
5
distinct plan sponsors
Schedule A filings
11
States served
2
Reported commissions
$106,545
plan year 2024

Employer clients

Plan sponsors naming Robert Macwhinnie 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
Westmoreland Community ActionPA2222023-06-30
Sarris Candies, Inc.PA2042024-12-31
Oakmont Country ClubPA1082015-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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

Other benefits brokers in Pennsylvania

All brokers in Pennsylvania

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.