Fundz
Fundz
Benefits Intelligence/Broker Directory/Arizona

Alterity Broker Solutions, Inc

Scottsdale, AZ

Alterity Broker Solutions, Inc of Scottsdale, AZ is the broker of record on 179 Form 5500 Schedule A filings covering 140 employer benefit plans across 23 states, with $2,318,897 in reported broker commissions (plan year 2025).

Employer clients
140
distinct plan sponsors
Schedule A filings
179
States served
23
Reported commissions
$2,318,897
plan year 2025
Reported fees
$653,373

Quick answer

Alterity Broker Solutions, Inc (Scottsdale, AZ) is the broker of record for 140 employer benefit plan sponsors on 179 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Alterity Broker Solutions, Inc have?
Alterity Broker Solutions, Inc is named as broker on Form 5500 Schedule A filings for 140 distinct plan sponsors in 23 states.
Who are Alterity Broker Solutions, Inc's largest employer clients?
By plan participants, the largest include Leggett & Platt, Incorporated (6,406 participants), Natera, Inc. (4,579 participants) and Presidio, LLC (2,406 participants).
How much does Alterity Broker Solutions, Inc earn in commissions?
Insurers reported $2.3 million in broker commissions and $653,373 in fees paid to Alterity Broker Solutions, Inc for plan year 2025, per Schedule A Part 1.
Where is Alterity Broker Solutions, Inc located?
Alterity Broker Solutions, Inc is based in Scottsdale, AZ and has employer clients in 23 states.
How does Alterity Broker Solutions, Inc rank among benefits brokers in Arizona?
Alterity Broker Solutions, Inc ranks #6 by employer clients among the 50 most active benefits brokers based in Arizona.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alterity Broker Solutions, 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
Leggett & Platt, IncorporatedMO6,4062025-12-31
Natera, Inc.TX4,5792025-03-31
Presidio, LLCVA2,4062025-07-31
137 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.