Fundz
Fundz
Benefits Intelligence/Broker Directory/New Jersey

Roller David

Bayville, NJ

Roller David of Bayville, NJ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $504 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$504
plan year 2025

Quick answer

Roller David (Bayville, NJ) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Roller David have?
Roller David is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Roller David's largest employer clients?
By plan participants, the largest include Frank Donio, Inc. (127 participants) and Concept Pharmacy Services LLC (60 participants).
How much does Roller David earn in commissions?
Insurers reported $504 in broker commissions paid to Roller David for plan year 2025, per Schedule A Part 1.
Where is Roller David located?
Roller David is based in Bayville, NJ and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Roller David 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
Frank Donio, Inc.NJ1272025-12-31
Concept Pharmacy Services LLCPA602024-12-31

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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.