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Benefits Intelligence/Broker Directory/Pennsylvania

Exude Benefits A Division Of Patrio

Philadelphia, PA

Exude Benefits A Division Of Patrio of Philadelphia, PA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $7,647 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$7,647
plan year 2025

Quick answer

Exude Benefits A Division Of Patrio (Philadelphia, PA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Exude Benefits A Division Of Patrio have?
Exude Benefits A Division Of Patrio is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Exude Benefits A Division Of Patrio's largest employer clients?
By plan participants, the largest include Ursinus College (360 participants) and Simona America Industries LLC (159 participants).
How much does Exude Benefits A Division Of Patrio earn in commissions?
Insurers reported $7,647 in broker commissions paid to Exude Benefits A Division Of Patrio for plan year 2025, per Schedule A Part 1.
Where is Exude Benefits A Division Of Patrio located?
Exude Benefits A Division Of Patrio is based in Philadelphia, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Exude Benefits A Division Of Patrio on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Ursinus CollegePA3602025-12-31
Simona America Industries LLCPA1592025-12-31

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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.