Fundz
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Benefits Intelligence/Broker Directory/New Jersey

Customized Benefit Solutions

Hightstown, NJ

Customized Benefit Solutions of Hightstown, NJ is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $53,100 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$53,100
plan year 2025
Reported fees
$121,057

Quick answer

Customized Benefit Solutions (Hightstown, NJ) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Customized Benefit Solutions have?
Customized Benefit Solutions is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Customized Benefit Solutions's largest employer clients?
By plan participants, the largest include Sax LLP (266 participants), Amboy Bancorporation (184 participants) and Prc Management Company, Inc. (117 participants).
How much does Customized Benefit Solutions earn in commissions?
Insurers reported $53,100 in broker commissions and $121,057 in fees paid to Customized Benefit Solutions for plan year 2025, per Schedule A Part 1.
Where is Customized Benefit Solutions located?
Customized Benefit Solutions is based in Hightstown, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Customized Benefit Solutions 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
Sax LLPNJ2662024-12-31
Amboy BancorporationNJ1842024-12-31
Prc Management Company, Inc.NJ1172025-08-31

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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.