Julia Ratkiewicz
Port Jefferson Station, NY
Julia Ratkiewicz of Port Jefferson Station, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $9,280 in reported broker commissions (plan year 2025).
Quick answer
Julia Ratkiewicz (Port Jefferson Station, NY) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Julia Ratkiewicz have?
- Julia Ratkiewicz is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Julia Ratkiewicz's largest employer clients?
- By plan participants, the largest include Welllife Network Inc. (696 participants), Community Housing Innovations (572 participants) and Brunswick Hospital Center, Inc. (108 participants).
- How much does Julia Ratkiewicz earn in commissions?
- Insurers reported $9,280 in broker commissions and $523 in fees paid to Julia Ratkiewicz for plan year 2025, per Schedule A Part 1.
- Where is Julia Ratkiewicz located?
- Julia Ratkiewicz is based in Port Jefferson Station, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Julia Ratkiewicz on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Welllife Network Inc. | NY | 696 | 2025-04-30 |
| Community Housing Innovations | NY | 572 | 2024-12-31 |
| Brunswick Hospital Center, Inc. | NY | 108 | 2024-12-31 |
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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.