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Benefits Intelligence/Broker Directory/New Jersey

Robert O'Leary

Flemington, NJ

Robert O'Leary of Flemington, NJ is the broker of record on 31 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $7,783 in reported broker commissions (plan year 2024).

Employer clients
6
distinct plan sponsors
Schedule A filings
31
States served
3
Reported commissions
$7,783
plan year 2024
Reported fees
$159

Employer clients

Plan sponsors naming Robert O'Leary 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
Fidelity National Financial, Inc.FL13,5812011-12-31
Ca, Inc.NY6,2602013-12-31
Seniors Management North Inc.NJ1,0582010-06-30
3 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.