Yitzchak Gottesman
Lakewood, NJ
Yitzchak Gottesman of Lakewood, NJ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,884 in reported broker commissions (plan year 2025).
Quick answer
Yitzchak Gottesman (Lakewood, 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 Yitzchak Gottesman have?
- Yitzchak Gottesman is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Yitzchak Gottesman's largest employer clients?
- By plan participants, the largest include Lakewood Resource And Referral Center (136 participants) and Olivetree Management (2 participants).
- How much does Yitzchak Gottesman earn in commissions?
- Insurers reported $1,884 in broker commissions and $1,101 in fees paid to Yitzchak Gottesman for plan year 2025, per Schedule A Part 1.
- Where is Yitzchak Gottesman located?
- Yitzchak Gottesman is based in Lakewood, NJ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Yitzchak Gottesman 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 |
|---|---|---|---|
| Lakewood Resource And Referral Center | NJ | 136 | 2024-12-31 |
| Olivetree Management | NJ | 2 | 2025-12-31 |
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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.