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AllocatorsInvestment consultant

Brown & Brown of Pennsylvania, LP

Allocators

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Search this name across graphsid dfx:al:5c2c4d67-c5a0-4bd6-ae37-5679ed279c15

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Dec 13, 2023

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Swartz Campbell LLC Retirement Plan	actuary	Dec 14, 2022	Dec 13, 2023	no	fact
Chalmers & Kubeck, Inc. Employees' Pension Plan	actuary	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (2)

← Swartz Campbell LLC Retirement PlanPlanactuary
Dec 14, 2022 to Dec 13, 2023factForm 5500
← Chalmers & Kubeck, Inc. Employees' Pension PlanPlanactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:5c2c4d67-c5a0-4bd6-ae37-5679ed279c15
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.