Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Actuarial Ideas, Inc

Monsey, NY

Actuarial Ideas, Inc of Monsey, NY is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $19,415 in reported broker commissions (plan year 2024).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$19,415
plan year 2024
Reported fees
$6,133

Quick answer

Actuarial Ideas, Inc (Monsey, NY) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Actuarial Ideas, Inc have?
Actuarial Ideas, Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Actuarial Ideas, Inc's largest employer clients?
By plan participants, the largest include Cym Living LLC (446 participants), Sss Education, Inc. D/B/A Jersey College (299 participants) and Recco Home Care Services, Inc.
How much does Actuarial Ideas, Inc earn in commissions?
Insurers reported $19,415 in broker commissions and $6,133 in fees paid to Actuarial Ideas, Inc for plan year 2024, per Schedule A Part 1.
Where is Actuarial Ideas, Inc located?
Actuarial Ideas, Inc is based in Monsey, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Actuarial Ideas, Inc 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
Cym Living LLCNY4462024-12-31
Sss Education, Inc. D/B/A Jersey CollegeNJ2992024-12-31
Recco Home Care Services, Inc.NY02024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.