Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

David Greengold

Roslyn, NY

David Greengold of Roslyn, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $77,314 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$77,314
plan year 2025
Reported fees
$861

Quick answer

David Greengold (Roslyn, NY) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Greengold have?
David Greengold is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are David Greengold's largest employer clients?
By plan participants, the largest include Interdisciplinary Center For Child Development, Inc. (186 participants), Adi Management, Inc. (10 participants) and Pension Actuarial Consultnts, Inc. (5 participants).
How much does David Greengold earn in commissions?
Insurers reported $77,314 in broker commissions and $861 in fees paid to David Greengold for plan year 2025, per Schedule A Part 1.
Where is David Greengold located?
David Greengold is based in Roslyn, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Greengold 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
Interdisciplinary Center For Child Development, Inc.NY1862025-06-30
Adi Management, Inc.NY102025-12-31
Pension Actuarial Consultnts, Inc.NY52024-12-31

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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.