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Benefits Intelligence/Broker Directory/New Jersey

Robert Bergman

Cherry Hill, NJ

Robert Bergman of Cherry Hill, NJ is the broker of record on 63 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $1,455,522 in reported broker commissions (plan year 2024).

Employer clients
12
distinct plan sponsors
Schedule A filings
63
States served
3
Reported commissions
$1,455,522
plan year 2024
Reported fees
$33,079

Employer clients

Plan sponsors naming Robert Bergman 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
Iupat District Council No. 21 Welfare FundPA4,5862025-04-30
Bd Of Tees Of Steamfitters Lu 420 Welfare PlanPA2,5732015-12-31
Board Of Trustees Of Teamsters Local 830 Welfare FundPA1,9922024-08-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.