Courtenay Lee Amerling
Katonah, NY
Courtenay Lee Amerling of Katonah, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $2,599 in reported broker commissions (plan year 2024).
Quick answer
Courtenay Lee Amerling (Katonah, 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 Courtenay Lee Amerling have?
- Courtenay Lee Amerling is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Courtenay Lee Amerling's largest employer clients?
- By plan participants, the largest include A Very Special Place, Inc. (208 participants), Helen Keller Services (203 participants) and Heidell Pittoni Murphy & Bach LLP (180 participants).
- How much does Courtenay Lee Amerling earn in commissions?
- Insurers reported $2,599 in broker commissions and $311 in fees paid to Courtenay Lee Amerling for plan year 2024, per Schedule A Part 1.
- Where is Courtenay Lee Amerling located?
- Courtenay Lee Amerling is based in Katonah, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Courtenay Lee Amerling 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 |
|---|---|---|---|
| A Very Special Place, Inc. | NY | 208 | 2025-06-30 |
| Helen Keller Services | NY | 203 | 2024-12-31 |
| Heidell Pittoni Murphy & Bach LLP | NY | 180 | 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.