How many employer clients does Frank M Dartee have?

Frank M Dartee is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.

Who are Frank M Dartee's largest employer clients?

By plan participants, the largest include Colliers Engineering & Design Inc. (2,601 participants), Lifespire, Inc. (861 participants) and New Hope Community, Inc. (601 participants).

How much does Frank M Dartee earn in commissions?

Insurers reported $2,023 in broker commissions paid to Frank M Dartee for plan year 2025, per Schedule A Part 1.

Where is Frank M Dartee located?

Frank M Dartee is based in Oak Ridge, NJ and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/New Jersey

Frank M Dartee

Oak Ridge, NJ

Frank M Dartee of Oak Ridge, NJ is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 3 states, with $2,023 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,023

plan year 2025

Quick answer

Frank M Dartee (Oak Ridge, NJ) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Frank M Dartee have?: Frank M Dartee is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 3 states.
Who are Frank M Dartee's largest employer clients?: By plan participants, the largest include Colliers Engineering & Design Inc. (2,601 participants), Lifespire, Inc. (861 participants) and New Hope Community, Inc. (601 participants).
How much does Frank M Dartee earn in commissions?: Insurers reported $2,023 in broker commissions paid to Frank M Dartee for plan year 2025, per Schedule A Part 1.
Where is Frank M Dartee located?: Frank M Dartee is based in Oak Ridge, NJ and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Frank M Dartee 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
Colliers Engineering & Design Inc.	NJ	2,601	2025-10-31
Lifespire, Inc.	NY	861	2025-06-30
New Hope Community, Inc.	NY	601	2025-12-31

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

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.