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Benefits Intelligence/Broker Directory/New York

Hudson Heritage Capital Management

Croton Hdsn, NY

Hudson Heritage Capital Management of Croton Hdsn, NY is the broker of record on 13 Form 5500 Schedule A filings covering 2 employer benefit plans, with $36,705 in reported broker commissions (plan year 2021).

Employer clients
2
distinct plan sponsors
Schedule A filings
13
States served
1
Reported commissions
$36,705
plan year 2021
Reported fees
$14,110

Employer clients

Plan sponsors naming Hudson Heritage Capital Management 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
The Childrens Home Of Burlington CountyNJ3842012-06-30
Care Plus Nj, Inc.NJ2122021-12-31

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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.