Univest Insurance Inc
Lansdale, PA
Univest Insurance Inc of Lansdale, PA is the broker of record on 40 Form 5500 Schedule A filings covering 23 employer benefit plans across 5 states, with $284,492 in reported broker commissions (plan year 2025).
Quick answer
Univest Insurance Inc (Lansdale, PA) is the broker of record for 23 employer benefit plan sponsors on 40 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Univest Insurance Inc have?
- Univest Insurance Inc is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 5 states.
- Who are Univest Insurance Inc's largest employer clients?
- By plan participants, the largest include Univest Financial Corporation (1,021 participants), Mchale & Mchale Landscape Design, LLC (362 participants) and Temenos Usa, Inc. (337 participants).
- How much does Univest Insurance Inc earn in commissions?
- Insurers reported $284,492 in broker commissions and $11,033 in fees paid to Univest Insurance Inc for plan year 2025, per Schedule A Part 1.
- Where is Univest Insurance Inc located?
- Univest Insurance Inc is based in Lansdale, PA and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Univest Insurance Inc 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 |
|---|---|---|---|
| Univest Financial Corporation | PA | 1,021 | 2025-12-31 |
| Mchale & Mchale Landscape Design, LLC | MD | 362 | 2025-06-30 |
| Temenos Usa, Inc. | PA | 337 | 2025-06-30 |
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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.