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Benefits Intelligence/Broker Directory/New York

Jeffrey A Bernard

New York, NY

Jeffrey A Bernard of New York, NY is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $51,081 in reported broker commissions (plan year 2013).

Employer clients
4
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$51,081
plan year 2013
Reported fees
$5,322

Employer clients

Plan sponsors naming Jeffrey A Bernard 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 TrustCT20,8332009-12-31
Sandata TechnologiesNY3342009-12-31
Parker Jewish Institute For Health Care And RehabilitationNY2912013-09-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.