How many employer clients does Custom Benefit Programs, Inc An Aon have?

Custom Benefit Programs, Inc An Aon is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.

Who are Custom Benefit Programs, Inc An Aon's largest employer clients?

By plan participants, the largest include West Virginia United Health System (35,029 participants), West Virginia University Medical Corporation (2,257 participants) and Sme Industries, Inc (955 participants).

How much does Custom Benefit Programs, Inc An Aon earn in commissions?

Insurers reported $1.9 million in broker commissions and $56,998 in fees paid to Custom Benefit Programs, Inc An Aon for plan year 2025, per Schedule A Part 1.

Where is Custom Benefit Programs, Inc An Aon located?

Custom Benefit Programs, Inc An Aon is based in Somerset, NJ and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/New Jersey

Custom Benefit Programs, Inc An Aon

Somerset, NJ

Custom Benefit Programs, Inc An Aon of Somerset, NJ is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $1,900,562 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,900,562

plan year 2025

Reported fees

$56,998

Quick answer

Custom Benefit Programs, Inc An Aon (Somerset, NJ) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Custom Benefit Programs, Inc An Aon have?: Custom Benefit Programs, Inc An Aon is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Custom Benefit Programs, Inc An Aon's largest employer clients?: By plan participants, the largest include West Virginia United Health System (35,029 participants), West Virginia University Medical Corporation (2,257 participants) and Sme Industries, Inc (955 participants).
How much does Custom Benefit Programs, Inc An Aon earn in commissions?: Insurers reported $1.9 million in broker commissions and $56,998 in fees paid to Custom Benefit Programs, Inc An Aon for plan year 2025, per Schedule A Part 1.
Where is Custom Benefit Programs, Inc An Aon located?: Custom Benefit Programs, Inc An Aon is based in Somerset, NJ and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Custom Benefit Programs, Inc An Aon on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
West Virginia United Health System	WV	35,029	2025-12-31
West Virginia University Medical Corporation	WV	2,257	2025-12-31
Sme Industries, Inc	UT	955	2025-04-30

1 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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James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)

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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.