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Benefits Intelligence/Broker Directory/New York

Gerald De Souza

East Syracuse, NY

Gerald De Souza of East Syracuse, NY is the broker of record on 20 Form 5500 Schedule A filings covering 8 employer benefit plans, with $329 in reported broker commissions (plan year 2022).

Employer clients
8
distinct plan sponsors
Schedule A filings
20
States served
1
Reported commissions
$329
plan year 2022

Employer clients

Plan sponsors naming Gerald De Souza 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
Hudson Valley Hospital CenterNY1,0002016-12-31
Carbone Management Group, LLCNY5702015-12-31
Champlain Valley Physicians Hospital Medical CenterNY5102018-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.