BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Innovative Benefit Planning

Moorestown, NJ

Innovative Benefit Planning collected $714,265 in commissions and fees from 26 employer health plans in plan year 2024 filings, ranking #627 among 12,126 brokers named in the public record. Most of its named clients are in New Jersey.

Commissions + fees
$714,265
$617,944 commissions · $96,321 fees
Employer plans
26
103 contracts
Rank
#627
top 5% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Renaissance Lakewood LLC · New Jersey$91,968389
York Telecom Corporation · New Jersey$80,916354
Coim USA Inc. · New Jersey$73,554153
Matheny Medical & Educational Center · New Jersey$56,585520
Wittenbach Business Systems, LLC · Maryland$56,138342
Acr Electronics, Inc. · Florida$49,344242
Wedgewood Village Pharmacy, LLC · New Jersey$41,7031,036
Edmund Optics, Inc. · New Jersey$38,247379
Princeton Radiology Associates, PA · New Jersey$37,746318
Avalon Flooring · New Jersey$23,411316
Automated Financial Systems, Inc. · Pennsylvania$23,291305
F&S Produce Co., Inc. · New Jersey$21,862985
Community Access Unlimited, Inc. Welfare Benefit Plan · New Jersey$19,074647
Samaritan Healthcare & Hospice · New Jersey$14,579308
Oaks Integrated Care · New Jersey$13,978901
The Artcraft Group, Inc. · New Jersey$13,231135
High Grade Beverage Co. · New Jersey$11,030247
L.N.K. International, Inc. · New York$10,999431
The Morey Organization · New Jersey$9,210150
Intercommunity Action, Inc. · Pennsylvania$7,267150
Kgpco Services, LLC · Minnesota$6,9371,231
Smartlinx Solutions, LLC · New Jersey$6,875107
The Krapf Bus Companies · Pennsylvania$4,145218
General Floor Industries, Inc. · New Jersey$1,824105
One Diversified, LLC · Georgia$2491,754

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

18 plans
1 plans
1 plans
1 plans
1 plans
1 plans

How much does Innovative Benefit Planning earn from employer health plans?

In plan year 2024 filings, employers reported paying Innovative Benefit Planning $714,265: $617,944 in commissions and $96,321 in fees, across 103 insurance contracts at 26 employers. That ranks #627 of 12,126 brokers in the public record.

What commission rate is paid on plans Innovative Benefit Planning brokers?

Not enough fully insured medical plans name Innovative Benefit Planning as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Innovative Benefit Planning?

The largest reported payers in 2024 were Renaissance Lakewood LLC, York Telecom Corporation, Coim USA Inc.. New Jersey is its biggest state by employer count (18 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.