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Benefits Intelligence/Broker Directory/New Jersey

Walnut Street Securities Inc

Somerset, NJ

Walnut Street Securities Inc of Somerset, NJ is the broker of record on 901 Form 5500 Schedule A filings covering 367 employer benefit plans across 34 states, with $8,543,883 in reported broker commissions (plan year 2019).

Employer clients
367
distinct plan sponsors
Schedule A filings
901
States served
34
Reported commissions
$8,543,883
plan year 2019
Reported fees
$821,066

Employer clients

Plan sponsors naming Walnut Street Securities 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
Trinet Group, Inc.CA45,4562010-09-30
The Key Group Inc.OK15,1392013-12-31
Fedex Ground Package System, Inc.PA12,5142013-12-31
364 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.