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Benefits Intelligence/Broker Directory/New Jersey

Patterson Smith Associates. LLC

Morristown, NJ

Patterson Smith Associates. LLC of Morristown, NJ is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $112,739 in reported broker commissions (plan year 2012).

Employer clients
3
distinct plan sponsors
Schedule A filings
7
States served
3
Reported commissions
$112,739
plan year 2012
Reported fees
$739

Employer clients

Plan sponsors naming Patterson Smith Associates. LLC 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
Red Coats, Inc.MD2782004-09-30
National Association For The Education Of Young ChildrenDC1052006-05-31
Mpg, Inc.NY782012-12-31

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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.

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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.