American Portfolios Financial Svc
Holbrook, NY
American Portfolios Financial Svc of Holbrook, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $24,778 in reported broker commissions (plan year 2024).
Quick answer
American Portfolios Financial Svc (Holbrook, 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 American Portfolios Financial Svc have?
- American Portfolios Financial Svc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are American Portfolios Financial Svc's largest employer clients?
- By plan participants, the largest include Aspirus, Inc. (10,454 participants), Fisher Island Club, Inc. (367 participants) and Fisher Island Community Association, Inc. (231 participants).
- How much does American Portfolios Financial Svc earn in commissions?
- Insurers reported $24,778 in broker commissions paid to American Portfolios Financial Svc for plan year 2024, per Schedule A Part 1.
- Where is American Portfolios Financial Svc located?
- American Portfolios Financial Svc is based in Holbrook, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming American Portfolios Financial Svc 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 |
|---|---|---|---|
| Aspirus, Inc. | WI | 10,454 | 2024-12-31 |
| Fisher Island Club, Inc. | FL | 367 | 2024-12-31 |
| Fisher Island Community Association, Inc. | FL | 231 | 2024-12-31 |
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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.