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Benefits Intelligence/Broker Directory/New Jersey

Altomare Financial Group, Inc.

Wayne, NJ

Altomare Financial Group, Inc. of Wayne, NJ is the broker of record on 37 Form 5500 Schedule A filings covering 23 employer benefit plans, with $1,176,064 in reported broker commissions (plan year 2025).

Employer clients
23
distinct plan sponsors
Schedule A filings
37
States served
1
Reported commissions
$1,176,064
plan year 2025
Reported fees
$284,892

Quick answer

Altomare Financial Group, Inc. (Wayne, NJ) is the broker of record for 23 employer benefit plan sponsors on 37 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Altomare Financial Group, Inc. have?
Altomare Financial Group, Inc. is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors.
Who are Altomare Financial Group, Inc.'s largest employer clients?
By plan participants, the largest include Community Realty Management (251 participants), Stokes Healthcare, Inc. (195 participants) and Everas Community Services (195 participants).
How much does Altomare Financial Group, Inc. earn in commissions?
Insurers reported $1.2 million in broker commissions and $284,892 in fees paid to Altomare Financial Group, Inc. for plan year 2025, per Schedule A Part 1.
Where is Altomare Financial Group, Inc. located?
Altomare Financial Group, Inc. is based in Wayne, NJ.
How does Altomare Financial Group, Inc. rank among benefits brokers in New Jersey?
Altomare Financial Group, Inc. ranks #41 by employer clients among the 50 most active benefits brokers based in New Jersey.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Altomare Financial Group, Inc. 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
Community Realty ManagementNJ2512025-06-30
Stokes Healthcare, Inc.NJ1952025-09-30
Everas Community ServicesNJ1952026-03-31
20 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.