Advocate, Inc.
New York, NY
Advocate, Inc. of New York, NY is the broker of record on 118 Form 5500 Schedule A filings covering 85 employer benefit plans across 18 states, with $6,524,113 in reported broker commissions (plan year 2025).
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 | 2,743 | 2024-12-31 |
| Shift4 Payments, LLC | PA | 1,994 | 2024-12-31 |
| Guild Education Inc. | CO | 826 | 2025-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New York
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.