Fundz
Fundz
Benefits Intelligence/Broker Directory/New Jersey

Forest Financial Insurance And Fina

Livingston, NJ

Forest Financial Insurance And Fina of Livingston, NJ is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $19,224 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$19,224
plan year 2025

Quick answer

Forest Financial Insurance And Fina (Livingston, NJ) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Forest Financial Insurance And Fina have?
Forest Financial Insurance And Fina is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Forest Financial Insurance And Fina's largest employer clients?
By plan participants, the largest include First Commerce Bank (155 participants).
How much does Forest Financial Insurance And Fina earn in commissions?
Insurers reported $19,224 in broker commissions paid to Forest Financial Insurance And Fina for plan year 2025, per Schedule A Part 1.
Where is Forest Financial Insurance And Fina located?
Forest Financial Insurance And Fina is based in Livingston, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Forest Financial Insurance And Fina 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
First Commerce BankNJ1552024-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New Jersey

All brokers in New Jersey →

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.