Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Innovative Benefit Planning
- ·The full record, as it builds
Funding rounds
No funding rounds for Innovative Benefit Planning are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Innovative Benefit Planning
Provider of financial and employee benefit consulting services in New Jersey. Innovative Benefit Planning offers a range of services including employee benefits, retirement plans, workplace wellness, HR consulting, executive benefits, employee advocacy, benchmarking, and benefit performance assessment. The company's process identifies concerns, obstacles, gaps, and opportunities to create customized plans for clients. They also offer a Benefit Performance Assessment to help employers cut waste, take control of healthcare costs, and provide better service solutions. Innovative holds seminars, webinars, and events throughout the year.
- Sector
- Financial Services
- HQ
- Moorestown, NJ, United States
- Employees
- 26
- Website
- ibpllc.com/
- Ownership
- Privately Held (no backing)
Innovative Benefit Planning doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Innovative Benefit Planning shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Innovative Benefit Planning in its N-PORT filings yet. We sweep new filings monthly.