Wade Financial Inc.
Chalfont, PA
Wade Financial Inc. of Chalfont, PA is the broker of record on 9 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $359,374 in reported broker commissions (plan year 2025).
Quick answer
Wade Financial Inc. (Chalfont, PA) is the broker of record for 5 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wade Financial Inc. have?
- Wade Financial Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Wade Financial Inc.'s largest employer clients?
- By plan participants, the largest include International Union Of Operating Engineers Welfare Fund Of East. Pa & (3,442 participants), International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De (2,747 participants) and Sheet Metal Workers Health Fund Of Local Union No19 (2,046 participants).
- How much does Wade Financial Inc. earn in commissions?
- Insurers reported $359,374 in broker commissions and $12,371 in fees paid to Wade Financial Inc. for plan year 2025, per Schedule A Part 1.
- Where is Wade Financial Inc. located?
- Wade Financial Inc. is based in Chalfont, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wade Financial 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 |
|---|---|---|---|
| International Union Of Operating Engineers Welfare Fund Of East. Pa & | PA | 3,442 | 2025-12-31 |
| International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | PA | 2,747 | 2025-12-31 |
| Sheet Metal Workers Health Fund Of Local Union No19 | PA | 2,046 | 2025-04-30 |
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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.