Katz Pierz Inc
Cherry Hill, NJ
Katz Pierz Inc of Cherry Hill, NJ is the broker of record on 12 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $12,721 in reported broker commissions (plan year 2025).
Quick answer
Katz Pierz Inc (Cherry Hill, NJ) is the broker of record for 6 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Katz Pierz Inc have?
- Katz Pierz Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
- Who are Katz Pierz Inc's largest employer clients?
- By plan participants, the largest include Harris Freeman And Co., Inc. (438 participants), Triumph (193 participants) and Surety Title Company, LLC (165 participants).
- How much does Katz Pierz Inc earn in commissions?
- Insurers reported $12,721 in broker commissions paid to Katz Pierz Inc for plan year 2025, per Schedule A Part 1.
- Where is Katz Pierz Inc located?
- Katz Pierz Inc is based in Cherry Hill, NJ and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Katz Pierz 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 |
|---|---|---|---|
| Harris Freeman And Co., Inc. | CA | 438 | 2024-12-31 |
| Triumph | NJ | 193 | 2025-12-31 |
| Surety Title Company, LLC | NJ | 165 | 2024-12-31 |
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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.