Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Donald H Matson

Auburn, NY

Donald H Matson of Auburn, NY is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $31,151 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
19
States served
4
Reported commissions
$31,151
plan year 2025
Reported fees
$496

Quick answer

Donald H Matson (Auburn, NY) is the broker of record for 12 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Donald H Matson have?
Donald H Matson is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 4 states.
Who are Donald H Matson's largest employer clients?
By plan participants, the largest include Radnet Management, Inc. (10,987 participants), Oneida Healthcare (888 participants) and Resource Center For Independent Living, Inc. (540 participants).
How much does Donald H Matson earn in commissions?
Insurers reported $31,151 in broker commissions and $496 in fees paid to Donald H Matson for plan year 2025, per Schedule A Part 1.
Where is Donald H Matson located?
Donald H Matson is based in Auburn, NY and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Donald H Matson 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
Radnet Management, Inc.CA10,9872024-12-31
Oneida HealthcareNY8882025-12-31
Resource Center For Independent Living, Inc.NY5402025-12-31
9 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.