International Planning Alliance LLC
Somerville, NJ
International Planning Alliance LLC of Somerville, NJ is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $3,762 in reported broker commissions (plan year 2025).
Quick answer
International Planning Alliance LLC (Somerville, NJ) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does International Planning Alliance LLC have?
- International Planning Alliance LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
- Who are International Planning Alliance LLC's largest employer clients?
- By plan participants, the largest include Trustees Of The University Of Pennsylvania (45,969 participants), Rbc Capital Markets LLC (4,338 participants) and Mazza Recycling Services Ltd (126 participants).
- How much does International Planning Alliance LLC earn in commissions?
- Insurers reported $3,762 in broker commissions paid to International Planning Alliance LLC for plan year 2025, per Schedule A Part 1.
- Where is International Planning Alliance LLC located?
- International Planning Alliance LLC is based in Somerville, NJ and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming International Planning Alliance LLC 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 |
|---|---|---|---|
| Trustees Of The University Of Pennsylvania | PA | 45,969 | 2025-06-30 |
| Rbc Capital Markets LLC | MN | 4,338 | 2025-12-31 |
| Mazza Recycling Services Ltd | NJ | 126 | 2025-06-30 |
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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.