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229 insurance / financial services employers in Pennsylvania have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $15 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Pennsylvania employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| NEXTIER BANK, N.A. | Insurance / Financial Services | Self-funded | 291 | 2025 | Disclosed |
| BAKERY DRIVERS' WELFARE FUND | Insurance / Financial Services | Self-funded | 285 | 2024 | Disclosed |
| ESSINTIAL ENTERPRISE SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 266 | 2025 | Disclosed |
| KISH BANK | Insurance / Financial Services | Fully insured | 265 | 2025 | Disclosed |
| FARMERS AND MERCHANTS TRUST COMPANY | Insurance / Financial Services | Self-funded | 257 | 2024 | Disclosed |
| PEOPLESBANK | Insurance / Financial Services | Self-funded | 254 | 2024 | Disclosed |
| GOODVILLE MUTUAL CASUALTY COMPANY | Insurance / Financial Services | Self-funded | 253 | 2025 | Disclosed |
| THE LOOMIS COMPANY | Insurance / Financial Services | Self-funded | 249 | 2024 | Disclosed |
| HEFREN-TILLOTSON, INC. | Insurance / Financial Services | Self-funded | 246 | 2022 | Disclosed |
| DOLLAR FINANCIAL GROUP, INC. | Insurance / Financial Services | Self-funded | 238 | 2025 | Disclosed |
| MERIDIAN BANK | Insurance / Financial Services | Self-funded | 237 | 2024 | Disclosed |
| AFFORDABLE MORTGAGE ADVISORS, LLC DBA HMA MORTGAGE | Insurance / Financial Services | Fully insured | 231 | 2024 | Disclosed |
| THE STAFF EDUCATION ASSOCIATION RETIREES' VEBA TRUST FUND | Insurance / Financial Services | Self-funded | 231 | 2024 | Disclosed |
| ERIE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 230 | 2025 | Disclosed |
| PENN COMMUNITY BANK | Insurance / Financial Services | Self-funded | 229 | 2022 | Disclosed |
| GLOBAL INDEMNITY GROUP, LLC | Insurance / Financial Services | Self-funded | 221 | 2025 | Disclosed |
| PENNS WOODS BANCORP, INC. | Insurance / Financial Services | Fully insured | 220 | 2024 | Disclosed |
| THE BENECON GROUP, LLC | Insurance / Financial Services | Self-funded | 215 | 2025 | Disclosed |
| ASCELLAHEALTH, LLC | Insurance / Financial Services | Self-funded | 215 | 2025 | Disclosed |
| PHILADELPHIA FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 212 | 2025 | Disclosed |
| FNCB BANK | Insurance / Financial Services | Self-funded | 211 | 2023 | Disclosed |
| BM TECHNOLOGIES, INC. DBA BMTX | Insurance / Financial Services | Self-funded | 209 | 2025 | Disclosed |
| DIAMOND CREDIT UNION | Insurance / Financial Services | Fully insured | 208 | 2025 | Disclosed |
| THE GRAHAM COMPANY | Insurance / Financial Services | Self-funded | 208 | 2022 | Disclosed |
| ESSA BANK & TRUST C/O CNB FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 205 | 2024 | Disclosed |
| PENNSYLVANIA LUMBERMENS MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 203 | 2024 | Disclosed |
| DURITZA ENTERPRISES, INC. | Insurance / Financial Services | Fully insured | 202 | 2024 | Disclosed |
| FIRST NATIONAL BANK OF PA | Insurance / Financial Services | Self-funded | 199 | 2022 | Disclosed |
| ABERDEEN STANDARD INVESTMENTS INC. | Insurance / Financial Services | Self-funded | 196 | 2024 | Disclosed |
| WAYNE BANK | Insurance / Financial Services | Self-funded | 191 | 2025 | Disclosed |
| BELCO COMMUNITY CREDIT UNION | Insurance / Financial Services | Self-funded | 186 | 2024 | Disclosed |
| 1ST SUMMIT BANCORP | Insurance / Financial Services | Fully insured | 182 | 2024 | Disclosed |
| CONSOLIDATED BUILDERS BENEFITS TRUST | Insurance / Financial Services | Self-funded | 181 | 2024 | Disclosed |
| FIRST COMMONWEATH FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 177 | 2025 | Disclosed |
| THE FIRST NATIONAL BANK AND TRUST COMPANY | Insurance / Financial Services | Self-funded | 175 | 2025 | Disclosed |
| HENDERSON BROTHERS, INC | Insurance / Financial Services | Self-funded | 171 | 2025 | Disclosed |
| FIRST KEYSTONE COMMUNITY BANK | Insurance / Financial Services | Self-funded | 170 | 2025 | Disclosed |
| BANK OF BIRD-IN-HAND | Insurance / Financial Services | Self-funded | 168 | 2024 | Disclosed |
| LABORERS WELFARE FUND LOCAL 199 BOARD OF TRUSTEES | Insurance / Financial Services | Self-funded | 168 | 2024 | Disclosed |
| COMMUNITY BANK | Insurance / Financial Services | Self-funded | 167 | 2024 | Disclosed |
| TURNER DAIRY FARMS | Insurance / Financial Services | Fully insured | 167 | 2024 | Disclosed |
| COVENTRY RESOURCES, LLC | Insurance / Financial Services | Fully insured | 167 | 2023 | Disclosed |
| PEOPLE FIRST FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 154 | 2024 | Disclosed |
| UMORTGAGE, LLC | Insurance / Financial Services | Self-funded | 153 | 2024 | Disclosed |
| JOURNEY BANK | Insurance / Financial Services | Self-funded | 152 | 2024 | Disclosed |
| CLARK CAPITAL MANAGEMENT GROUP INC | Insurance / Financial Services | Self-funded | 151 | 2025 | Disclosed |
| THE DIME BANK | Insurance / Financial Services | Self-funded | 149 | 2024 | Disclosed |
| THE HAVERFORD TRUST COMPANY | Insurance / Financial Services | Fully insured | 143 | 2024 | Disclosed |
| JAMIESON FAMILY MARKETS | Insurance / Financial Services | Fully insured | 143 | 2024 | Disclosed |
| COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP | Insurance / Financial Services | Self-funded | 143 | 2025 | Disclosed |
| QNB BANK | Insurance / Financial Services | Self-funded | 142 | 2025 | Disclosed |
| SUN EAST FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 142 | 2024 | Disclosed |
| A-G SPECIALTY INSURANCE, LLC | Insurance / Financial Services | Self-funded | 142 | 2024 | Disclosed |
| MARQUETTE SAVINGS BANK | Insurance / Financial Services | Self-funded | 140 | 2025 | Disclosed |
| PATRIOT FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 139 | 2024 | Disclosed |
| ALLEGHENIES UNLIMITED CARE PROVIDERS, INC. | Insurance / Financial Services | Fully insured | 137 | 2025 | Disclosed |
| JOHNSON KENDALL & JOHNSON INC. | Insurance / Financial Services | Self-funded | 135 | 2025 | Disclosed |
| WASHINGTON FINANCIAL BANK | Insurance / Financial Services | Self-funded | 135 | 2024 | Disclosed |
| FILO MORTGAGE LLC | Insurance / Financial Services | Self-funded | 134 | 2022 | Disclosed |
| QUAINT OAK BANK | Insurance / Financial Services | Fully insured | 132 | 2025 | Disclosed |
| FIRST FEDERAL SAVINGS AND LOAN ASSOCIATION OF GREENE COUNTY | Insurance / Financial Services | Self-funded | 129 | 2025 | Disclosed |
| COHEN & COMPANY, LLC | Insurance / Financial Services | Self-funded | 127 | 2025 | Disclosed |
| STAIMAN RECYCLING CORPORATION | Insurance / Financial Services | Fully insured | 124 | 2024 | Disclosed |
| CENTRIC BANK | Insurance / Financial Services | Fully insured | 123 | 2022 | Disclosed |
| W.N. TUSCANO AGENCY, INC. | Insurance / Financial Services | Self-funded | 123 | 2025 | Disclosed |
| THE HONESDALE NATIONAL BANK | Insurance / Financial Services | Self-funded | 123 | 2024 | Disclosed |
| SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA & VICINITY | Insurance / Financial Services | Self-funded | 122 | 2024 | Disclosed |
| HARBOR BUSINESS COMPLIANCE CORPORATION DBA HARBOR COMPLIANCE | Insurance / Financial Services | Self-funded | 122 | 2025 | Disclosed |
| IGNITIST, INC. | Insurance / Financial Services | Self-funded | 122 | 2023 | Disclosed |
| THE REINVESTMENT FUND | Insurance / Financial Services | Self-funded | 120 | 2025 | Disclosed |
| LOMBARD INTERNATIONAL | Insurance / Financial Services | Self-funded | 117 | 2022 | Disclosed |
| SEUBERT & ASSOCIATES, INC. | Insurance / Financial Services | Self-funded | 116 | 2025 | Disclosed |
| LLR MANAGEMENT, LP | Insurance / Financial Services | Fully insured | 114 | 2025 | Disclosed |
| SINGLESOURCE PROPERTY SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| PENNSYLVANIA COMPENSATION RATING BUREAU (PCRB) | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| TITLE ABSTRACT COMPANY OF PENNSYLVANIA | Insurance / Financial Services | Self-funded | 113 | 2024 | Disclosed |
| WIDGET FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| ENGLE-HAMBRIGHT & DAVIES, INC. | Insurance / Financial Services | Self-funded | 112 | 2025 | Disclosed |
| EVERETT CASH MUTUAL INSURANCE CO. | Insurance / Financial Services | Self-funded | 112 | 2024 | Disclosed |
| JONESTOWN BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 112 | 2025 | Disclosed |
| THE PHILADELPHIA CONTRIBUTIONSHIP | Insurance / Financial Services | Fully insured | 110 | 2024 | Disclosed |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 110 | 2024 | Disclosed |
| ARDENT CREDIT UNION | Insurance / Financial Services | Self-funded | 109 | 2025 | Disclosed |
| TRADITIONS BANK | Insurance / Financial Services | Self-funded | 108 | 2024 | Disclosed |
| UTILITIES EMPLOYEES CREDIT UNION | Insurance / Financial Services | Self-funded | 108 | 2025 | Disclosed |
| ALLIED MORTGAGE GROUP, INC. | Insurance / Financial Services | Self-funded | 108 | 2025 | Disclosed |
| ECBM, LP | Insurance / Financial Services | Self-funded | 106 | 2025 | Disclosed |
| MUTUAL BENEFIT GROUP | Insurance / Financial Services | Self-funded | 104 | 2025 | Disclosed |
| E.K. MCCONKEY & CO., INC. | Insurance / Financial Services | Self-funded | 103 | 2024 | Disclosed |
| ANDESA SERVICES | Insurance / Financial Services | Self-funded | 102 | 2025 | Disclosed |
| SERVICE 1ST FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 101 | 2025 | Disclosed |
| BRENTWOOD BANK | Insurance / Financial Services | Self-funded | 101 | 2024 | Disclosed |
| FREEDOM CREDIT UNION | Insurance / Financial Services | Fully insured | 95 | 2025 | Disclosed |
| EMBASSY BANK FOR THE LEHIGH VALLEY | Insurance / Financial Services | Self-funded | 95 | 2024 | Disclosed |
| INFIRST BANK | Insurance / Financial Services | Self-funded | 94 | 2022 | Disclosed |
| THE JUNIATA VALLEY BANK | Insurance / Financial Services | Self-funded | 78 | 2025 | Disclosed |
| MAUCH CHUNK TRUST COMPANY | Insurance / Financial Services | Self-funded | 76 | 2024 | Disclosed |
| SAGEWORTH TRUST COMPANY | Insurance / Financial Services | Self-funded | 74 | 2025 | Disclosed |
| BOENNING & SCATTERGOOD, INC. | Insurance / Financial Services | Self-funded | 73 | 2023 | Disclosed |
| VICTORIAN FINANCE | Insurance / Financial Services | Self-funded | 66 | 2022 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.