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Benefits Intelligence/Broker Directory/New Jersey

David Klugmann

Lakewood, NJ

David Klugmann of Lakewood, NJ is the broker of record on 47 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $379,396 in reported broker commissions (plan year 2023).

Employer clients
3
distinct plan sponsors
Schedule A filings
47
States served
2
Reported commissions
$379,396
plan year 2023

Employer clients

Plan sponsors naming David Klugmann 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
Fairfield Gourmet CorporationNJ3782016-12-31
Northern Leasing Systems, Inc.NY2342014-12-31
Travelrite, Inc.NJ32012-09-27

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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.

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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.