Fundz
Fundz
Benefits Intelligence/Broker Directory/Delaware

Insurance & Financial Services Ltd

Newark, DE

Insurance & Financial Services Ltd of Newark, DE is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $2,041 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$2,041
plan year 2025

Quick answer

Insurance & Financial Services Ltd (Newark, DE) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Insurance & Financial Services Ltd have?
Insurance & Financial Services Ltd is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Insurance & Financial Services Ltd's largest employer clients?
By plan participants, the largest include Exceptional Care For Children, Inc (120 participants).
How much does Insurance & Financial Services Ltd earn in commissions?
Insurers reported $2,041 in broker commissions paid to Insurance & Financial Services Ltd for plan year 2025, per Schedule A Part 1.
Where is Insurance & Financial Services Ltd located?
Insurance & Financial Services Ltd is based in Newark, DE.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Insurance & Financial Services Ltd 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
Exceptional Care For Children, IncDE1202022-05-31

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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.