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Benefits Intelligence/Broker Directory/New York

Citigroup Global Markets Inc

New York, NY

Citigroup Global Markets Inc of New York, NY is the broker of record on 414 Form 5500 Schedule A filings covering 257 employer benefit plans across 33 states, with $7,019,616 in reported broker commissions (plan year 2023).

Employer clients
257
distinct plan sponsors
Schedule A filings
414
States served
33
Reported commissions
$7,019,616
plan year 2023
Reported fees
$602,108

Employer clients

Plan sponsors naming Citigroup Global Markets 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
Knowledge Learning CorporationOR28,5252010-12-31
Pilot Catastrophe Services IncAL17,9142012-12-31
Medical Staffing Network, Inc.FL14,1632009-12-31
254 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.