Economic Planning Group, Inc.
New York, NY
Economic Planning Group, Inc. of New York, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $27,037 in reported broker commissions (plan year 2025).
Quick answer
Economic Planning Group, Inc. (New York, 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 Economic Planning Group, Inc. have?
- Economic Planning Group, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Economic Planning Group, Inc.'s largest employer clients?
- By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Boston Insurance Employee Benefit Trust - Dfe (49,304 participants) and Trustees Of Ib Of T Union Local 710 Health & Welfare Fund (1,499 participants).
- How much does Economic Planning Group, Inc. earn in commissions?
- Insurers reported $27,037 in broker commissions paid to Economic Planning Group, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Economic Planning Group, Inc. located?
- Economic Planning Group, Inc. is based in New York, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Economic Planning Group, Inc. 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 |
|---|---|---|---|
| Association Of Community Service Agents, Inc. | CT | 54,087 | 2025-12-31 |
| Boston Insurance Employee Benefit Trust - Dfe | CT | 49,304 | 2025-12-31 |
| Trustees Of Ib Of T Union Local 710 Health & Welfare Fund | IL | 1,499 | 2025-01-31 |
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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.