Retiree First
Mount Laurel, NJ
Retiree First of Mount Laurel, NJ is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $32,099 in reported broker commissions (plan year 2025).
Quick answer
Retiree First (Mount Laurel, NJ) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Retiree First have?
- Retiree First is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Retiree First's largest employer clients?
- By plan participants, the largest include Board Of Trustees - Chicago Tile Institute Welfare Fund (560 participants), Trustees Of Plumbers Local 210 Health And Welfare Fund (357 participants) and Trustees Of Local 754 Welfare Fund (246 participants).
- How much does Retiree First earn in commissions?
- Insurers reported $32,099 in broker commissions paid to Retiree First for plan year 2025, per Schedule A Part 1.
- Where is Retiree First located?
- Retiree First is based in Mount Laurel, NJ and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Retiree First 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 |
|---|---|---|---|
| Board Of Trustees - Chicago Tile Institute Welfare Fund | IL | 560 | 2025-12-31 |
| Trustees Of Plumbers Local 210 Health And Welfare Fund | IN | 357 | 2025-12-31 |
| Trustees Of Local 754 Welfare Fund | NY | 246 | 2025-06-30 |
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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.