Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Austin & Company Inc

Albany, NY

Austin & Company Inc of Albany, NY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $82,617 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$82,617
plan year 2024
Reported fees
$5,499

Quick answer

Austin & Company Inc (Albany, NY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Austin & Company Inc have?
Austin & Company Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Austin & Company Inc's largest employer clients?
By plan participants, the largest include The Packer Collegiate Institute (243 participants) and Rye Country Day School (212 participants).
How much does Austin & Company Inc earn in commissions?
Insurers reported $82,617 in broker commissions and $5,499 in fees paid to Austin & Company Inc for plan year 2024, per Schedule A Part 1.
Where is Austin & Company Inc located?
Austin & Company Inc is based in Albany, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Austin & Company 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
The Packer Collegiate InstituteNY2432025-05-31
Rye Country Day SchoolNY2122025-06-30

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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.