Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Foa & Son Corporation

Melville, NY

Foa & Son Corporation of Melville, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $43,078 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$43,078
plan year 2025

Quick answer

Foa & Son Corporation (Melville, NY) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Foa & Son Corporation have?
Foa & Son Corporation is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Foa & Son Corporation's largest employer clients?
By plan participants, the largest include Boston Insurance Employee Benefit Trust - Dfe (49,304 participants), Aki, Inc. Dba Arcade Beauty (279 participants) and Zachys Wine International, LLC (96 participants).
How much does Foa & Son Corporation earn in commissions?
Insurers reported $43,078 in broker commissions paid to Foa & Son Corporation for plan year 2025, per Schedule A Part 1.
Where is Foa & Son Corporation located?
Foa & Son Corporation is based in Melville, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Foa & Son Corporation 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
Boston Insurance Employee Benefit Trust - DfeCT49,3042024-12-31
Aki, Inc. Dba Arcade BeautyNJ2792025-12-31
Zachys Wine International, LLCNY962024-12-31

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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.