Roth Voluntary Benefits Services
Bear, DE
Roth Voluntary Benefits Services of Bear, DE is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $2,380 in reported broker commissions (plan year 2025).
Quick answer
Roth Voluntary Benefits Services (Bear, DE) 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 Roth Voluntary Benefits Services have?
- Roth Voluntary Benefits Services is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Roth Voluntary Benefits Services's largest employer clients?
- By plan participants, the largest include Pj Fitzpatrick, Inc. (283 participants).
- How much does Roth Voluntary Benefits Services earn in commissions?
- Insurers reported $2,380 in broker commissions and $670 in fees paid to Roth Voluntary Benefits Services for plan year 2025, per Schedule A Part 1.
- Where is Roth Voluntary Benefits Services located?
- Roth Voluntary Benefits Services is based in Bear, DE.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Roth Voluntary Benefits Services 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 |
|---|---|---|---|
| Pj Fitzpatrick, Inc. | DE | 283 | 2025-12-31 |
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Other benefits brokers in Delaware
- Mary Theresa Fisher: 32 employer clients, $53,965 reported commissions (Townsend)
- O'Neill Voluntary Benefit Services: 24 employer clients, $19,622 reported commissions (Hockessin)
- Roth Voluntary Benefit Services Inc: 25 employer clients, $70,007 reported commissions (Bear)
- John T Capozzi: 16 employer clients, $2,091 reported commissions (Middletown)
- Truveris, Inc: 16 employer clients, $22,350 reported commissions (Wilmington)
- Deirdre B Hoehn: 16 employer clients, $5,247 reported commissions (Ocean View)
- Limestone Pension Associates LLC: 13 employer clients (Wilmington)
- Lyons Insurance Agency Inc: 13 employer clients, $135,773 reported commissions (Wilmington)
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.