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Benefits broker of record · CHALFONT, PA

WADE FINANCIAL, INC.

WADE FINANCIAL, INC. of CHALFONT, PA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
5
Book size
$100k–1M
Office state
PA

5 contracts on file name WADE FINANCIAL, INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

WADE FINANCIAL, INC. brokers 5 insured contracts for 5 employers, across 2 states, led by PA, MI.

The book is entirely life coverage.

STANDARD INSURANCE COMPANY writes the most contracts in the book (4, about 80%); THE UNION LABOR LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA &FORT WASHINGTON, PASTANDARD INSURANCE COMPANYJan 1FY2024
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEFORT WASHINGTON, PASTANDARD INSURANCE COMPANYJan 1FY2024
SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19PHILADELPHIA, PASTANDARD INSURANCE COMPANYMay 1FY2025
BOARD OF TRUSTEES OF PLUMBERS LU 690 HEALTH PLANPHILADELPHIA, PASTANDARD INSURANCE COMPANYJan 1FY2024
JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30TROY, MITHE UNION LABOR LIFE INSURANCE COMPANYMar 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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