Fundz
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Benefits Intelligence/Broker Directory/New Jersey

Joseph A. Smith

Shrewsbury, NJ

Joseph A. Smith of Shrewsbury, NJ is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $169 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$169
plan year 2025

Quick answer

Joseph A. Smith (Shrewsbury, 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 Joseph A. Smith have?
Joseph A. Smith is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Joseph A. Smith's largest employer clients?
By plan participants, the largest include Novant Health, Inc (36,884 participants).
How much does Joseph A. Smith earn in commissions?
Insurers reported $169 in broker commissions paid to Joseph A. Smith for plan year 2025, per Schedule A Part 1.
Where is Joseph A. Smith located?
Joseph A. Smith is based in Shrewsbury, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joseph A. Smith 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
Novant Health, IncNC36,8842025-12-31

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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.