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Benefits Intelligence/Broker Directory/Pennsylvania

Rosenfeld Einstein A Marsh & Mclenn

Conshohocken, PA

Rosenfeld Einstein A Marsh & Mclenn of Conshohocken, PA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $55,635 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$55,635
plan year 2025
Reported fees
$10,046

Quick answer

Rosenfeld Einstein A Marsh & Mclenn (Conshohocken, PA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Rosenfeld Einstein A Marsh & Mclenn have?
Rosenfeld Einstein A Marsh & Mclenn is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Rosenfeld Einstein A Marsh & Mclenn's largest employer clients?
By plan participants, the largest include Chf Industries, Inc. (354 participants), Engineered Systems, Inc. (198 participants) and Marquis Software Solutions, Inc. (123 participants).
How much does Rosenfeld Einstein A Marsh & Mclenn earn in commissions?
Insurers reported $55,635 in broker commissions and $10,046 in fees paid to Rosenfeld Einstein A Marsh & Mclenn for plan year 2025, per Schedule A Part 1.
Where is Rosenfeld Einstein A Marsh & Mclenn located?
Rosenfeld Einstein A Marsh & Mclenn is based in Conshohocken, PA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Rosenfeld Einstein A Marsh & Mclenn 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
Chf Industries, Inc.NC3542025-12-31
Engineered Systems, Inc.SC1982025-12-31
Marquis Software Solutions, Inc.TX1232025-12-31

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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.