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Benefits Intelligence/Broker Directory/New York

Allison Mcmorrow

Pound Ridge, NY

Allison Mcmorrow of Pound Ridge, NY is the broker of record on 16 Form 5500 Schedule A filings covering 3 employer benefit plans, with $746,149 in reported broker commissions (plan year 2023).

Employer clients
3
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$746,149
plan year 2023
Reported fees
$409,213

Employer clients

Plan sponsors naming Allison Mcmorrow 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
Safra National Bank Of New YorkNY1992014-06-30
Nordea Bank Finland Plc, New York BranchNY1242016-09-30
Nordea Bank Abp, New York BranchNY902024-09-30

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.