Fundz
Fundz
Benefits Intelligence/Broker Directory/New Jersey

Andy Schwartz

Fairfield, NJ

Andy Schwartz of Fairfield, NJ is the broker of record on 15 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $179,198 in reported broker commissions (plan year 2019).

Employer clients
3
distinct plan sponsors
Schedule A filings
15
States served
2
Reported commissions
$179,198
plan year 2019
Reported fees
$1,419

Employer clients

Plan sponsors naming Andy Schwartz 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
Metropolitan Jewish Health SystemNY1,7382015-12-31
Genesis CorporationNY4692015-12-31
Lifeline Medical Associates, LLCNJ1302019-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in New Jersey

All brokers in New Jersey

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.