How many employer clients does Jo Ann Pantalone have?

Jo Ann Pantalone is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.

Who are Jo Ann Pantalone's largest employer clients?

By plan participants, the largest include Medline Industries, Lp (26,824 participants), Lightera, LLC (1,346 participants) and Commonwealth Hotels, LLC (948 participants).

How much does Jo Ann Pantalone earn in commissions?

Insurers reported $215 in broker commissions paid to Jo Ann Pantalone for plan year 2025, per Schedule A Part 1.

Where is Jo Ann Pantalone located?

Jo Ann Pantalone is based in Hammonton, NJ and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/New Jersey

Jo Ann Pantalone

Hammonton, NJ

Jo Ann Pantalone of Hammonton, NJ is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $215 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$215

plan year 2025

Quick answer

Jo Ann Pantalone (Hammonton, NJ) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jo Ann Pantalone have?: Jo Ann Pantalone is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Jo Ann Pantalone's largest employer clients?: By plan participants, the largest include Medline Industries, Lp (26,824 participants), Lightera, LLC (1,346 participants) and Commonwealth Hotels, LLC (948 participants).
How much does Jo Ann Pantalone earn in commissions?: Insurers reported $215 in broker commissions paid to Jo Ann Pantalone for plan year 2025, per Schedule A Part 1.
Where is Jo Ann Pantalone located?: Jo Ann Pantalone is based in Hammonton, NJ and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jo Ann Pantalone 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
Medline Industries, Lp	IL	26,824	2025-12-31
Lightera, LLC	GA	1,346	2025-12-31
Commonwealth Hotels, LLC	KY	948	2024-12-31

1 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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James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)

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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.