Yocum & Company
Lebanon, PA
Yocum & Company of Lebanon, PA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $12,448 in reported broker commissions (plan year 2025).
Quick answer
Yocum & Company (Lebanon, PA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Yocum & Company have?
- Yocum & Company is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Yocum & Company's largest employer clients?
- By plan participants, the largest include Mid West Fabricating Co (184 participants) and Klick-Lewis Inc (40 participants).
- How much does Yocum & Company earn in commissions?
- Insurers reported $12,448 in broker commissions paid to Yocum & Company for plan year 2025, per Schedule A Part 1.
- Where is Yocum & Company located?
- Yocum & Company is based in Lebanon, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Yocum & Company 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 |
|---|---|---|---|
| Mid West Fabricating Co | OH | 184 | 2026-03-31 |
| Klick-Lewis Inc | PA | 40 | 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.