Innovative Benefit Planning Ll
Moorestown, NJ
Innovative Benefit Planning Ll of Moorestown, NJ is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $10,740 in reported broker commissions (plan year 2025).
Quick answer
Innovative Benefit Planning Ll (Moorestown, NJ) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Innovative Benefit Planning Ll have?
- Innovative Benefit Planning Ll is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Innovative Benefit Planning Ll's largest employer clients?
- By plan participants, the largest include Samaritan Healthcare & Hospice (287 participants).
- How much does Innovative Benefit Planning Ll earn in commissions?
- Insurers reported $10,740 in broker commissions and $536 in fees paid to Innovative Benefit Planning Ll for plan year 2025, per Schedule A Part 1.
- Where is Innovative Benefit Planning Ll located?
- Innovative Benefit Planning Ll is based in Moorestown, NJ.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Innovative Benefit Planning Ll 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 |
|---|---|---|---|
| Samaritan Healthcare & Hospice | NJ | 287 | 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.