Winston Financial Services
Manasquan, NJ
Winston Financial Services of Manasquan, NJ is the broker of record on 75 Form 5500 Schedule A filings covering 49 employer benefit plans across 22 states, with $17,233,090 in reported broker commissions (plan year 2025).
Quick answer
Winston Financial Services (Manasquan, NJ) is the broker of record for 49 employer benefit plan sponsors on 75 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Winston Financial Services have?
- Winston Financial Services is named as broker on Form 5500 Schedule A filings for 49 distinct plan sponsors in 22 states.
- Who are Winston Financial Services's largest employer clients?
- By plan participants, the largest include Advocate Aurora Health, Inc. (85,571 participants), Corewell Health (57,669 participants) and Micron Technology, Inc (54,375 participants).
- How much does Winston Financial Services earn in commissions?
- Insurers reported $17.2 million in broker commissions and $2.4 million in fees paid to Winston Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Winston Financial Services located?
- Winston Financial Services is based in Manasquan, NJ and has employer clients in 22 states.
- How does Winston Financial Services rank among benefits brokers in New Jersey?
- Winston Financial Services ranks #18 by employer clients among the 50 most active benefits brokers based in New Jersey.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Winston Financial 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 |
|---|---|---|---|
| Advocate Aurora Health, Inc. | WI | 85,571 | 2025-12-31 |
| Corewell Health | MI | 57,669 | 2024-12-31 |
| Micron Technology, Inc | ID | 54,375 | 2025-12-31 |
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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.