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Benefits Intelligence/Broker Directory/New York

J David And Associates Inc

Melville, NY

J David And Associates Inc of Melville, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $1,930 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$1,930
plan year 2025

Quick answer

J David And Associates Inc (Melville, 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 J David And Associates Inc have?
J David And Associates Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are J David And Associates Inc's largest employer clients?
By plan participants, the largest include The Childrens Village Inc. (1,242 participants), Spectrum Vision Partners (1,108 participants) and The Dalton Schools Inc. (340 participants).
How much does J David And Associates Inc earn in commissions?
Insurers reported $1,930 in broker commissions paid to J David And Associates Inc for plan year 2025, per Schedule A Part 1.
Where is J David And Associates Inc located?
J David And Associates Inc is based in Melville, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming J David And Associates Inc 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 Village Inc.NY1,2422025-12-31
Spectrum Vision PartnersNY1,1082024-12-31
The Dalton Schools Inc.NY3402025-08-31

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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.