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117 insurance / financial services employers in New Jersey have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $13 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all New Jersey employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | Insurance / Financial Services | Self-funded | 188K | 2024 | Disclosed |
| THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | Insurance / Financial Services | Self-funded | 16K | 2024 | Disclosed |
| UBS FINANCIAL SERVICES INC. | Insurance / Financial Services | Self-funded | 13K | 2024 | Disclosed |
| UBS AG | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| ASSOCIATION MASTER TRUST | Insurance / Financial Services | Self-funded | 10K | 2025 | Disclosed |
| BOARD OF TRUSTEES OF TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VICINI | Insurance / Financial Services | Self-funded | 8.8K | 2025 | Disclosed |
| NEW JERSEY BANKERS ASSOCIATION | Insurance / Financial Services | Self-funded | 8.8K | 2024 | Disclosed |
| SUMMIT HEALTH MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 7.9K | 2023 | Disclosed |
| MUNICH RE AMERICA SERVICES, INC. | Insurance / Financial Services | Self-funded | 4.9K | 2024 | Disclosed |
| HORIZON HEALTHCARE SERVICES, INC. | Insurance / Financial Services | Self-funded | 4.8K | 2024 | Disclosed |
| INSURANCE SERVICES OFFICE, INC. | Insurance / Financial Services | Fully insured | 4.6K | 2025 | Disclosed |
| VALLEY NATIONAL BANK | Insurance / Financial Services | Self-funded | 3.9K | 2025 | Disclosed |
| CIT GROUP, INC. | Insurance / Financial Services | Self-funded | 3.7K | 2022 | Disclosed |
| PBF HOLDING COMPANY LLC | Insurance / Financial Services | Self-funded | 3.7K | 2024 | Disclosed |
| ETRADE FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 3.4K | 2021 | Disclosed |
| THE DEPOSITORY TRUST & CLEARING CORPORATION | Insurance / Financial Services | Self-funded | 3.3K | 2025 | Disclosed |
| TOKIO MARINE NORTH AMERICA, INC. | Insurance / Financial Services | Self-funded | 3.2K | 2025 | Disclosed |
| SELECTIVE INSURANCE CO OF AMERICA | Insurance / Financial Services | Self-funded | 2.9K | 2025 | Disclosed |
| U.S. FIRE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 2.7K | 2025 | Disclosed |
| NEW JERSEY MANUFACTURERS INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 2.5K | 2025 | Disclosed |
| ZELIS HEALTHCARE LLC | Insurance / Financial Services | Self-funded | 2.2K | 2025 | Disclosed |
| SUMMIT MEDICAL GROUP, P.A. | Insurance / Financial Services | Self-funded | 2.1K | 2024 | Disclosed |
| PROVIDENT BANK | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| WORLD INSURANCE ASSOCIATES LLC | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| CENLAR CAPITAL CORPORATION AND SUBSIDIARIES | Insurance / Financial Services | Self-funded | 1.7K | 2025 | Disclosed |
| INVESTORS BANK | Insurance / Financial Services | Self-funded | 1.6K | 2022 | Disclosed |
| EVEREST REINSURANCE COMPANY | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| BOARD OF TRUSTEES - NORTHERN NEW JERSEY TEAMSTERS BENEFIT PLAN | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| SAGESURE | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| NEW JERSEY RESOURCES CORPORATION | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| OCEANFIRST BANK | Insurance / Financial Services | Self-funded | 943 | 2024 | Disclosed |
| CONNECTONE BANK | Insurance / Financial Services | Self-funded | 785 | 2025 | Disclosed |
| LORD, ABBETT & CO. LLC | Insurance / Financial Services | Self-funded | 773 | 2024 | Disclosed |
| U.S. RETIREMENT PARTNERS, INC. | Insurance / Financial Services | Self-funded | 759 | 2025 | Disclosed |
| MSIG INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 642 | 2024 | Disclosed |
| LIGHTSTONE GROUP, LLC | Insurance / Financial Services | Self-funded | 618 | 2025 | Disclosed |
| PATHSTONE FAMILY OFFICE, LLC | Insurance / Financial Services | Self-funded | 606 | 2025 | Disclosed |
| KEARNY BANK | Insurance / Financial Services | Fully insured | 593 | 2025 | Disclosed |
| COLUMBIA BANK | Insurance / Financial Services | Self-funded | 585 | 2025 | Disclosed |
| AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE COMPANY, LLC | Insurance / Financial Services | Self-funded | 578 | 2025 | Disclosed |
| PEAPACK GLADSTONE BANK | Insurance / Financial Services | Fully insured | 577 | 2024 | Disclosed |
| AFFINITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 572 | 2025 | Disclosed |
| CONNER STRONG & BUCKELEW COMPANIES, INC. | Insurance / Financial Services | Self-funded | 552 | 2024 | Disclosed |
| MITSUI SUMITOMO MARINE MANAGEMENT USA INC. | Insurance / Financial Services | Self-funded | 532 | 2023 | Disclosed |
| TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND | Insurance / Financial Services | Self-funded | 517 | 2024 | Disclosed |
| LAKELAND BANCORP, INC. | Insurance / Financial Services | Self-funded | 517 | 2023 | Disclosed |
| FORTITUDE GROUP SERVICES, INC. | Insurance / Financial Services | Self-funded | 505 | 2025 | Disclosed |
| LONGBRIDGE FINANCIAL LLC | Insurance / Financial Services | Self-funded | 491 | 2025 | Disclosed |
| ATLANTIC HOME LOANS, INC. | Insurance / Financial Services | Self-funded | 462 | 2021 | Disclosed |
| ILA LOCAL #1478-2 HEALTH&WELFARE FUND | Insurance / Financial Services | Self-funded | 430 | 2024 | Disclosed |
| AEGIS INSURANCE SERVICES, INC. | Insurance / Financial Services | Self-funded | 394 | 2025 | Disclosed |
| ASPEN INSURANCE U.S. SERVICES INC. | Insurance / Financial Services | Self-funded | 374 | 2024 | Disclosed |
| BOARD OF TRUSTEES, SHEET METAL LCL UNION NO 25 NJ | Insurance / Financial Services | Self-funded | 371 | 2024 | Disclosed |
| NORTHFIELD BANK | Insurance / Financial Services | Self-funded | 367 | 2025 | Disclosed |
| POLISH AND SLAVIC FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 346 | 2025 | Disclosed |
| CHW GROUP INC | Insurance / Financial Services | Self-funded | 333 | 2024 | Disclosed |
| FIRST BANK | Insurance / Financial Services | Fully insured | 321 | 2025 | Disclosed |
| NJ LENDERS CORP. | Insurance / Financial Services | Fully insured | 315 | 2024 | Disclosed |
| GREENTREE MORTGAGE COMPANY, L.P. | Insurance / Financial Services | Self-funded | 304 | 2023 | Disclosed |
| THE CENTER FOR NEUROLOGICAL AND NEURODEVELOPMENT | Insurance / Financial Services | Self-funded | 290 | 2025 | Disclosed |
| FAMILY FIRST FUNDING | Insurance / Financial Services | Self-funded | 289 | 2023 | Disclosed |
| DELTA DENTAL OF NEW JERSEY, INC. | Insurance / Financial Services | Self-funded | 287 | 2024 | Disclosed |
| HCP MANAGEMENT OPERATIONS, INC. | Insurance / Financial Services | Fully insured | 276 | 2023 | Disclosed |
| BCB COMMUNITY BANK | Insurance / Financial Services | Fully insured | 269 | 2025 | Disclosed |
| BLUEVINE INC. | Insurance / Financial Services | Self-funded | 242 | 2025 | Disclosed |
| NAVICORE SOLUTIONS, INC. | Insurance / Financial Services | Fully insured | 241 | 2025 | Disclosed |
| MANASQUAN BANK | Insurance / Financial Services | Self-funded | 233 | 2024 | Disclosed |
| COFACE NORTH AMERICA HOLDING COMPANY | Insurance / Financial Services | Fully insured | 233 | 2025 | Disclosed |
| RECIPROCAL MANAGEMENT CORPORATION | Insurance / Financial Services | Self-funded | 232 | 2024 | Disclosed |
| HENNION & WALSH, INC | Insurance / Financial Services | Self-funded | 224 | 2024 | Disclosed |
| UNITY BANK | Insurance / Financial Services | Fully insured | 223 | 2024 | Disclosed |
| LABOR FIRST LLC | Insurance / Financial Services | Self-funded | 216 | 2024 | Disclosed |
| PRIME PENSIONS, INC. | Insurance / Financial Services | Self-funded | 215 | 2024 | Disclosed |
| SURETY TITLE COMPANY, LLC | Insurance / Financial Services | Self-funded | 212 | 2025 | Disclosed |
| SUMMIT ADVISOR SERVICES LLC | Insurance / Financial Services | Fully insured | 207 | 2024 | Disclosed |
| MODERA WEALTH MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 206 | 2025 | Disclosed |
| ARC HOME LLC | Insurance / Financial Services | Fully insured | 200 | 2025 | Disclosed |
| SPENCER SAVINGS BANK | Insurance / Financial Services | Fully insured | 197 | 2025 | Disclosed |
| MLD MORTGAGE INC., D/B/A THE MONEY STORE | Insurance / Financial Services | Self-funded | 196 | 2025 | Disclosed |
| EMM LOANS LLC | Insurance / Financial Services | Self-funded | 196 | 2025 | Disclosed |
| HOMEBRIDGE FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 191 | 2025 | Disclosed |
| COFACE NORTH AMERICA INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 189 | 2022 | Disclosed |
| AMBOY BANCORPORATION | Insurance / Financial Services | Fully insured | 184 | 2024 | Disclosed |
| GLOBAL AEROSPACE, INC. | Insurance / Financial Services | Self-funded | 184 | 2025 | Disclosed |
| BLUE FOUNDRY BANK | Insurance / Financial Services | Self-funded | 182 | 2025 | Disclosed |
| JIMCOR AGENCY | Insurance / Financial Services | Self-funded | 176 | 2025 | Disclosed |
| SWYFFT HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 176 | 2025 | Disclosed |
| FIRST HARVEST FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 172 | 2025 | Disclosed |
| FIRST COMMERCE BANK | Insurance / Financial Services | Self-funded | 164 | 2025 | Disclosed |
| RSM HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 155 | 2023 | Disclosed |
| BLEAKLEY FINANCIAL GROUP, LLC | Insurance / Financial Services | Self-funded | 148 | 2025 | Disclosed |
| CUMBERLAND MUTUAL FIRE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 139 | 2025 | Disclosed |
| FI-TEK LLC | Insurance / Financial Services | Fully insured | 137 | 2024 | Disclosed |
| NEWFIELD NATIONAL BANK | Insurance / Financial Services | Fully insured | 136 | 2024 | Disclosed |
| NATIONAL PROFESSIONAL PLANNING GROUP INC. | Insurance / Financial Services | Self-funded | 132 | 2024 | Disclosed |
| CHILDRENS CENTER OF MONMOUTH COUNTY, INC. | Insurance / Financial Services | Fully insured | 129 | 2024 | Disclosed |
| SAVOY ASSOCIATES | Insurance / Financial Services | Self-funded | 122 | 2025 | Disclosed |
| NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION | Insurance / Financial Services | Self-funded | 120 | 2025 | Disclosed |
| BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC | Insurance / Financial Services | Self-funded | 118 | 2022 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.