How many employer clients does Advocate, Inc. have?

Advocate, Inc. is named as broker on Form 5500 Schedule A filings for 107 distinct plan sponsors in 20 states.

Who are Advocate, Inc.'s largest employer clients?

By plan participants, the largest include Valiant Integrated Services (2,231 participants), Shift4 Payments, LLC (1,994 participants) and United Employers Association (1,170 participants).

How much does Advocate, Inc. earn in commissions?

Insurers reported $7.7 million in broker commissions and $1 million in fees paid to Advocate, Inc. for plan year 2025, per Schedule A Part 1.

Where is Advocate, Inc. located?

Advocate, Inc. is based in New York, NY and has employer clients in 20 states.

How does Advocate, Inc. rank among benefits brokers in New York?

Advocate, Inc. ranks #21 by employer clients among the 50 most active benefits brokers based in New York.

Benefits Intelligence/Broker Directory/New York

Advocate, Inc.

New York, NY

Advocate, Inc. of New York, NY is the broker of record on 150 Form 5500 Schedule A filings covering 107 employer benefit plans across 20 states, with $7,663,963 in reported broker commissions (plan year 2025).

Employer clients

107

distinct plan sponsors

Schedule A filings

150

States served

Reported commissions

$7,663,963

plan year 2025

Reported fees

$1,021,130

Quick answer

Advocate, Inc. (New York, NY) is the broker of record for 107 employer benefit plan sponsors on 150 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Advocate, Inc. have?: Advocate, Inc. is named as broker on Form 5500 Schedule A filings for 107 distinct plan sponsors in 20 states.
Who are Advocate, Inc.'s largest employer clients?: By plan participants, the largest include Valiant Integrated Services (2,231 participants), Shift4 Payments, LLC (1,994 participants) and United Employers Association (1,170 participants).
How much does Advocate, Inc. earn in commissions?: Insurers reported $7.7 million in broker commissions and $1 million in fees paid to Advocate, Inc. for plan year 2025, per Schedule A Part 1.
Where is Advocate, Inc. located?: Advocate, Inc. is based in New York, NY and has employer clients in 20 states.
How does Advocate, Inc. rank among benefits brokers in New York?: Advocate, Inc. ranks #21 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advocate, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Valiant Integrated Services	VA	2,231	2025-12-31
Shift4 Payments, LLC	PA	1,994	2024-12-31
United Employers Association	OR	1,170	2025-12-31

104 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.