Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

The Protector Group Insurance

Conshohocken, PA

The Protector Group Insurance of Conshohocken, PA is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $62,385 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$62,385
plan year 2025

Quick answer

The Protector Group Insurance (Conshohocken, PA) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Protector Group Insurance have?
The Protector Group Insurance is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are The Protector Group Insurance's largest employer clients?
By plan participants, the largest include Corfin Holdings, Inc (697 participants), Usalliance Federal Credit Union (279 participants) and The Savings Bank Mutual Life Insurance Company Of Massachusetts (217 participants).
How much does The Protector Group Insurance earn in commissions?
Insurers reported $62,385 in broker commissions paid to The Protector Group Insurance for plan year 2025, per Schedule A Part 1.
Where is The Protector Group Insurance located?
The Protector Group Insurance is based in Conshohocken, PA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Protector Group Insurance 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
Corfin Holdings, IncNY6972025-12-31
Usalliance Federal Credit UnionNY2792025-12-31
The Savings Bank Mutual Life Insurance Company Of MassachusettsMA2172025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.