How many employer clients does Winston Financial Service Inc have?

Winston Financial Service Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 5 states.

Who are Winston Financial Service Inc's largest employer clients?

By plan participants, the largest include Trustees Of Princeton University (7,370 participants), Trulieve (4,112 participants) and Caromont Health, Inc. (4,080 participants).

How much does Winston Financial Service Inc earn in commissions?

Insurers reported $517,699 in broker commissions paid to Winston Financial Service Inc for plan year 2025, per Schedule A Part 1.

Where is Winston Financial Service Inc located?

Winston Financial Service Inc is based in Manasquan, NJ and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/New Jersey

Winston Financial Service Inc

Manasquan, NJ

Winston Financial Service Inc of Manasquan, NJ is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 5 states, with $517,699 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$517,699

plan year 2025

Quick answer

Winston Financial Service Inc (Manasquan, NJ) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Winston Financial Service Inc have?: Winston Financial Service Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 5 states.
Who are Winston Financial Service Inc's largest employer clients?: By plan participants, the largest include Trustees Of Princeton University (7,370 participants), Trulieve (4,112 participants) and Caromont Health, Inc. (4,080 participants).
How much does Winston Financial Service Inc earn in commissions?: Insurers reported $517,699 in broker commissions paid to Winston Financial Service Inc for plan year 2025, per Schedule A Part 1.
Where is Winston Financial Service Inc located?: Winston Financial Service Inc is based in Manasquan, NJ and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Winston Financial Service Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Trustees Of Princeton University	NJ	7,370	2024-12-31
Trulieve	FL	4,112	2024-12-31
Caromont Health, Inc.	NC	4,080	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in New Jersey

James R Nelligan & Associates LLC: 1,405 employer clients, $17,265,397 reported commissions (Wall)
Custom Benefit Programs Inc: 588 employer clients, $191,663,158 reported commissions (Hammonton)
Marsh & Mclennan: 618 employer clients, $7,566,603 reported commissions (Saddle Brook)
Corporate Synergies Group LLC: 360 employer clients, $29,895,700 reported commissions (Camden)
World Insurance Associates LLC: 172 employer clients, $18,830,687 reported commissions (Iselin)
Donald C Savoy Inc: 175 employer clients, $2,180,118 reported commissions (Berkeley Heights)
Conner Strong & Buckelew: 170 employer clients, $10,661,667 reported commissions (Camden)
James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)

All brokers in New Jersey →

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.