Fundz
Fundz
Benefits Intelligence/Broker Directory/New Jersey

Philip Lian

Princeton, NJ

Philip Lian of Princeton, NJ is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $469,775 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$469,775
plan year 2025

Quick answer

Philip Lian (Princeton, 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 Philip Lian have?
Philip Lian is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Philip Lian's largest employer clients?
By plan participants, the largest include Community Options Inc. (4,131 participants).
How much does Philip Lian earn in commissions?
Insurers reported $469,775 in broker commissions paid to Philip Lian for plan year 2025, per Schedule A Part 1.
Where is Philip Lian located?
Philip Lian is based in Princeton, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Philip Lian 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
Community Options Inc.NJ4,1312025-12-31

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 nowBook a 15-min walkthrough

Other benefits brokers in New Jersey

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.