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Benefits Intelligence/Broker Directory/New York

Alexander Shapses

Locust Valley, NY

Alexander Shapses of Locust Valley, NY is the broker of record on 9 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $642,954 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
9
States served
2
Reported commissions
$642,954
plan year 2025
Reported fees
$60,000

Quick answer

Alexander Shapses (Locust Valley, NY) is the broker of record for 5 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Alexander Shapses have?
Alexander Shapses is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Alexander Shapses's largest employer clients?
By plan participants, the largest include Schrodinger, Inc. (719 participants), Lodging Solutions, LLC D/B/A Accommodations Plus International (349 participants) and Storage Deluxe Mgt LLC (299 participants).
How much does Alexander Shapses earn in commissions?
Insurers reported $642,954 in broker commissions and $60,000 in fees paid to Alexander Shapses for plan year 2025, per Schedule A Part 1.
Where is Alexander Shapses located?
Alexander Shapses is based in Locust Valley, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alexander Shapses 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
Schrodinger, Inc.NY7192025-03-31
Lodging Solutions, LLC D/B/A Accommodations Plus InternationalNY3492025-12-31
Storage Deluxe Mgt LLCNY2992025-01-31
2 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.