Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Actuarial Pension Analysts, Inc.

East Syracuse, NY

Actuarial Pension Analysts, Inc. of East Syracuse, NY is the broker of record on 16 Form 5500 Schedule A filings covering 10 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$71,088

Quick answer

Actuarial Pension Analysts, Inc. (East Syracuse, NY) is the broker of record for 10 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Actuarial Pension Analysts, Inc. have?
Actuarial Pension Analysts, Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors.
Who are Actuarial Pension Analysts, Inc.'s largest employer clients?
By plan participants, the largest include Upstate Cerebral Palsy Dba Upstate Caring Partners (1,653 participants), Helio Health, Inc. (1,069 participants) and Advocates Incorporated (664 participants).
Where is Actuarial Pension Analysts, Inc. located?
Actuarial Pension Analysts, Inc. is based in East Syracuse, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Actuarial Pension Analysts, 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
Upstate Cerebral Palsy Dba Upstate Caring PartnersNY1,6532024-12-31
Helio Health, Inc.NY1,0692024-12-31
Advocates IncorporatedNY6642024-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New York

All brokers in New York →

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.