Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Brio Benefit Consulting Inc

New York, NY

Brio Benefit Consulting Inc of New York, NY is the broker of record on 73 Form 5500 Schedule A filings covering 51 employer benefit plans across 19 states, with $2,680,292 in reported broker commissions (plan year 2025).

Employer clients
51
distinct plan sponsors
Schedule A filings
73
States served
19
Reported commissions
$2,680,292
plan year 2025
Reported fees
$725,593

Quick answer

Brio Benefit Consulting Inc (New York, NY) is the broker of record for 51 employer benefit plan sponsors on 73 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brio Benefit Consulting Inc have?
Brio Benefit Consulting Inc is named as broker on Form 5500 Schedule A filings for 51 distinct plan sponsors in 19 states.
Who are Brio Benefit Consulting Inc's largest employer clients?
By plan participants, the largest include Fleetpride, Inc. (5,621 participants), Veterinary Practice Partners (2,644 participants) and Brook + Whittle Limited (1,797 participants).
How much does Brio Benefit Consulting Inc earn in commissions?
Insurers reported $2.7 million in broker commissions and $725,593 in fees paid to Brio Benefit Consulting Inc for plan year 2025, per Schedule A Part 1.
Where is Brio Benefit Consulting Inc located?
Brio Benefit Consulting Inc is based in New York, NY and has employer clients in 19 states.
How does Brio Benefit Consulting Inc rank among benefits brokers in New York?
Brio Benefit Consulting Inc ranks #41 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brio Benefit Consulting 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
Fleetpride, Inc.TX5,6212025-12-31
Veterinary Practice PartnersPA2,6442025-06-30
Brook + Whittle LimitedCT1,7972025-12-31
48 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.