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Benefits Intelligence/Broker Directory/New Jersey

Benchmark Planning Group LLC

Shrewsbury, NJ

Benchmark Planning Group LLC of Shrewsbury, NJ is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $16,569 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$16,569
plan year 2025
Reported fees
$156,654

Quick answer

Benchmark Planning Group LLC (Shrewsbury, NJ) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Benchmark Planning Group LLC have?
Benchmark Planning Group LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Benchmark Planning Group LLC's largest employer clients?
By plan participants, the largest include Conference On Jewish Material Claims Against Germany Inc (168 participants) and Heat Makes Sense, Inc. (155 participants).
How much does Benchmark Planning Group LLC earn in commissions?
Insurers reported $16,569 in broker commissions and $156,654 in fees paid to Benchmark Planning Group LLC for plan year 2025, per Schedule A Part 1.
Where is Benchmark Planning Group LLC located?
Benchmark Planning Group LLC is based in Shrewsbury, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Benchmark Planning Group LLC 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
Conference On Jewish Material Claims Against Germany IncNY1682025-12-31
Heat Makes Sense, Inc.NY1552021-01-31

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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.