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
States
PA
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DE | FORT WASHINGTON, PA | STANDARD INSURANCE COMPANY | December |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND OF EAST. PA & | FORT WASHINGTON, PA | STANDARD INSURANCE COMPANY | December |
| SHEET METAL WORKERS HEALTH FUND OF LOCAL UNION NO19 | PHILADELPHIA, PA | STANDARD INSURANCE COMPANY | April |
| BOARD OF TRUSTEES OF PLUMBERS LU 690 HEALTH PLAN | PHILADELPHIA, PA | STANDARD INSURANCE COMPANY | December |
| JOINT BOARD OF TRUSTEES ROOFERS UNION LOCAL 30 | TROY, MI | THE UNION LABOR LIFE INSURANCE COMPANY | February |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A