| Relationships | Role | Relationship Start | Relationship End |
| National Penn Bank | Parent | 2/26/2003 | 4/1/2016 |
| Caruso Benefits Group | Subsidary | 9/28/2009 | 12/31/2012 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bb&T Insurance Services, Inc. | Buyer | Discontinued | 4/2/2016 | ||
| Caruso Benefits Group | Seller | Discontinued | 1/1/2013 | ||
| Higgins Insurance Associates Inc | Seller | Discontinued | 4/23/2009 |