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Benefits Intelligence/Broker Directory/New Jersey

Winston Financial Services

Manasquan, NJ

Winston Financial Services of Manasquan, NJ is the broker of record on 61 Form 5500 Schedule A filings covering 43 employer benefit plans across 20 states, with $15,607,449 in reported broker commissions (plan year 2025).

Employer clients
43
distinct plan sponsors
Schedule A filings
61
States served
20
Reported commissions
$15,607,449
plan year 2025
Reported fees
$1,863,819

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.

EmployerStateParticipantsPlan year end
Corewell HealthMI57,6692024-12-31
Micron Technology, IncID54,3752025-12-31
Geisinger System ServicesPA28,4242025-12-31
40 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.