Lenox Advisors Inc
New York, NY
Lenox Advisors Inc of New York, NY is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $1,284,660 in reported broker commissions (plan year 2025).
Quick answer
Lenox Advisors Inc (New York, NY) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lenox Advisors Inc have?
- Lenox Advisors Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
- Who are Lenox Advisors Inc's largest employer clients?
- By plan participants, the largest include Jpmorgan Chase Bank, National Association (182,176 participants), Morgan Stanley Domestic Holdings, LLC (50,728 participants) and Blackrock, Inc. (8,903 participants).
- How much does Lenox Advisors Inc earn in commissions?
- Insurers reported $1.3 million in broker commissions and $367,110 in fees paid to Lenox Advisors Inc for plan year 2025, per Schedule A Part 1.
- Where is Lenox Advisors Inc located?
- Lenox Advisors Inc is based in New York, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lenox Advisors Inc 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 |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | 182,176 | 2025-12-31 |
| Morgan Stanley Domestic Holdings, LLC | NY | 50,728 | 2024-12-31 |
| Blackrock, Inc. | NY | 8,903 | 2025-12-31 |
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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.