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Benefits Intelligence/Broker Directory/New Jersey

Union Benefit Planners Inc

Towaco, NJ

Union Benefit Planners Inc of Towaco, NJ is the broker of record on 110 Form 5500 Schedule A filings covering 19 employer benefit plans across 3 states, with $3,940,483 in reported broker commissions (plan year 2022).

Employer clients
19
distinct plan sponsors
Schedule A filings
110
States served
3
Reported commissions
$3,940,483
plan year 2022
Reported fees
$3,048,263

Employer clients

Plan sponsors naming Union Benefit Planners 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
Division 1181 Atu - New York Welfare FundNY4,6672015-12-31
Keyspan CorporationNY4,3672016-12-31
Yamaha Motor Corporation, UsaCA3,3622015-12-31
16 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.