How many employer clients does Group Advisory Inc have?

Group Advisory Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.

Who are Group Advisory Inc's largest employer clients?

By plan participants, the largest include Valley National Bank (3,891 participants), Alpha Management Industries, Inc. (916 participants) and American Biltrite Inc. (380 participants).

How much does Group Advisory Inc earn in commissions?

Insurers reported $1.1 million in broker commissions and $503,627 in fees paid to Group Advisory Inc for plan year 2025, per Schedule A Part 1.

Where is Group Advisory Inc located?

Group Advisory Inc is based in Clifton, NJ and has employer clients in 6 states.

Benefits Intelligence/Broker Directory/New Jersey

Group Advisory Inc

Clifton, NJ

Group Advisory Inc of Clifton, NJ is the broker of record on 25 Form 5500 Schedule A filings covering 10 employer benefit plans across 6 states, with $1,148,511 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,148,511

plan year 2025

Reported fees

$503,627

Quick answer

Group Advisory Inc (Clifton, NJ) is the broker of record for 10 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Group Advisory Inc have?: Group Advisory Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 6 states.
Who are Group Advisory Inc's largest employer clients?: By plan participants, the largest include Valley National Bank (3,891 participants), Alpha Management Industries, Inc. (916 participants) and American Biltrite Inc. (380 participants).
How much does Group Advisory Inc earn in commissions?: Insurers reported $1.1 million in broker commissions and $503,627 in fees paid to Group Advisory Inc for plan year 2025, per Schedule A Part 1.
Where is Group Advisory Inc located?: Group Advisory Inc is based in Clifton, NJ and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Group Advisory Inc 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
Valley National Bank	NJ	3,891	2025-12-31
Alpha Management Industries, Inc.	NJ	916	2025-12-31
American Biltrite Inc.	MA	380	2025-12-31

7 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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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.