Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Corporate Synergies - New York

New York, NY

Corporate Synergies - New York of New York, NY is the broker of record on 14 Form 5500 Schedule A filings covering 14 employer benefit plans across 3 states, with $449,826 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
14
States served
3
Reported commissions
$449,826
plan year 2025

Quick answer

Corporate Synergies - New York (New York, NY) is the broker of record for 14 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Corporate Synergies - New York have?
Corporate Synergies - New York is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 3 states.
Who are Corporate Synergies - New York's largest employer clients?
By plan participants, the largest include Yeled V' Yalda, E.C.C., Inc. (916 participants), Arbor Realty Sr, Inc. (627 participants) and The Dalton Schools Inc. (340 participants).
How much does Corporate Synergies - New York earn in commissions?
Insurers reported $449,826 in broker commissions paid to Corporate Synergies - New York for plan year 2025, per Schedule A Part 1.
Where is Corporate Synergies - New York located?
Corporate Synergies - New York is based in New York, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Corporate Synergies - New York 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
Yeled V' Yalda, E.C.C., Inc.NY9162025-12-31
Arbor Realty Sr, Inc.NY6272025-08-31
The Dalton Schools Inc.NY3402025-08-31
11 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.