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Benefits Intelligence/Broker Directory/New York

Future Value Associates

Pound Ridge, NY

Future Value Associates of Pound Ridge, NY is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $25,363 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$25,363
plan year 2025
Reported fees
$231,277

Employer clients

Plan sponsors naming Future Value Associates 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
Innovid Inc.NY1802024-12-31
Applied Behavior AnalysisNY1242025-11-30
Quartile LLCNY1172025-12-31
1 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.