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Benefits Intelligence/Broker Directory/Virginia

Alan J Zuccari Inc

Fairfax, VA

Alan J Zuccari Inc of Fairfax, VA is the broker of record on 53 Form 5500 Schedule A filings covering 35 employer benefit plans across 14 states, with $1,608,481 in reported broker commissions (plan year 2025).

Employer clients
35
distinct plan sponsors
Schedule A filings
53
States served
14
Reported commissions
$1,608,481
plan year 2025
Reported fees
$536,467

Employer clients

Plan sponsors naming Alan J Zuccari 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
Center For Nonprofit AdvancementDC2,8632022-06-30
United Bankshares, Inc.WV2,6782025-12-31
Diversicare Healthcare Services LLCTN2,2562025-12-31
32 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.