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Benefits Intelligence/Broker Directory/New Jersey

Expertplan

East Windsor, NJ

Expertplan of East Windsor, NJ is the broker of record on 29 Form 5500 Schedule A filings covering 9 employer benefit plans across 5 states, with $0 in reported broker commissions (plan year 2014).

Employer clients
9
distinct plan sponsors
Schedule A filings
29
States served
5
Reported commissions
$0
plan year 2014
Reported fees
$72,554

Employer clients

Plan sponsors naming Expertplan 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
CcresPA8342013-12-31
Special People In Northeast, Inc.PA2782013-12-31
Mckella 280 Inc.NJ582013-12-31
6 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.