Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Swift Kennedy And Assoc Inc

Dubois, PA

Swift Kennedy And Assoc Inc of Dubois, PA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $88,209 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$88,209
plan year 2025
Reported fees
$60

Quick answer

Swift Kennedy And Assoc Inc (Dubois, 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 Swift Kennedy And Assoc Inc have?
Swift Kennedy And Assoc Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Swift Kennedy And Assoc Inc's largest employer clients?
By plan participants, the largest include Brookville Equipment Corp (140 participants), Broad Top Area Medical Center, Inc. (126 participants) and State Of The Art, Inc. (105 participants).
How much does Swift Kennedy And Assoc Inc earn in commissions?
Insurers reported $88,209 in broker commissions and $60 in fees paid to Swift Kennedy And Assoc Inc for plan year 2025, per Schedule A Part 1.
Where is Swift Kennedy And Assoc Inc located?
Swift Kennedy And Assoc Inc is based in Dubois, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Swift Kennedy And Assoc Inc 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
Brookville Equipment CorpPA1402025-12-31
Broad Top Area Medical Center, Inc.PA1262025-12-31
State Of The Art, Inc.PA1052025-12-31

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 walkthrough

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 nowBook a 15-min walkthrough

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.