Alvaro J Montenegro
New City, NY
Alvaro J Montenegro of New City, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $144 in reported broker commissions (plan year 2024).
Quick answer
Alvaro J Montenegro (New City, NY) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Alvaro J Montenegro have?
- Alvaro J Montenegro is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Alvaro J Montenegro's largest employer clients?
- By plan participants, the largest include The Posse Foundation (176 participants), Lippe Taylor, LLC (172 participants) and American Para Professional Systems, Inc. (143 participants).
- How much does Alvaro J Montenegro earn in commissions?
- Insurers reported $144 in broker commissions paid to Alvaro J Montenegro for plan year 2024, per Schedule A Part 1.
- Where is Alvaro J Montenegro located?
- Alvaro J Montenegro is based in New City, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Alvaro J Montenegro 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 |
|---|---|---|---|
| The Posse Foundation | NY | 176 | 2025-04-30 |
| Lippe Taylor, LLC | NY | 172 | 2024-12-31 |
| American Para Professional Systems, Inc. | NY | 143 | 2025-11-30 |
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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.