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Benefits Intelligence/Broker Directory/New Jersey

The Investment Center Inc

Bedminster, NJ

The Investment Center Inc of Bedminster, NJ is the broker of record on 13 Form 5500 Schedule A filings covering 7 employer benefit plans across 4 states, with $59,190 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
13
States served
4
Reported commissions
$59,190
plan year 2025

Quick answer

The Investment Center Inc (Bedminster, NJ) is the broker of record for 7 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Investment Center Inc have?
The Investment Center Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 4 states.
Who are The Investment Center Inc's largest employer clients?
By plan participants, the largest include Developmental Disabilities Institute, Inc. (2,496 participants), Champlain Valley Physicians Hospital (2,412 participants) and Lessings, Inc. (1,098 participants).
How much does The Investment Center Inc earn in commissions?
Insurers reported $59,190 in broker commissions paid to The Investment Center Inc for plan year 2025, per Schedule A Part 1.
Where is The Investment Center Inc located?
The Investment Center Inc is based in Bedminster, NJ and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Investment Center Inc 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
Developmental Disabilities Institute, Inc.NY2,4962025-12-31
Champlain Valley Physicians HospitalNY2,4122025-12-31
Lessings, Inc.NY1,0982025-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.