Leumi Investment Services Inc
New York, NY
Leumi Investment Services Inc of New York, NY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $104,985 in reported broker commissions (plan year 2025).
Quick answer
Leumi Investment Services Inc (New York, NY) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leumi Investment Services Inc have?
- Leumi Investment Services Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Leumi Investment Services Inc's largest employer clients?
- By plan participants, the largest include Rockport Administrative Services, LLC (5,477 participants) and Quality King Distributors, Inc. (209 participants).
- How much does Leumi Investment Services Inc earn in commissions?
- Insurers reported $104,985 in broker commissions paid to Leumi Investment Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Leumi Investment Services Inc located?
- Leumi Investment Services Inc is based in New York, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Leumi Investment Services 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 |
|---|---|---|---|
| Rockport Administrative Services, LLC | CA | 5,477 | 2024-12-31 |
| Quality King Distributors, Inc. | NY | 209 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
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.
Other benefits brokers in New York
- Professional Group Plans, Inc.: 1,141 employer clients, $15,443,827 reported commissions (Hauppauge)
- Willis Towers Watson Us LLC: 840 employer clients, $258,213,632 reported commissions (New York)
- Willis Towers Watson Northeast Inc: 723 employer clients, $65,029,965 reported commissions (New York)
- Nfp Corporate Services Ny LLC: 472 employer clients, $38,398,498 reported commissions (New York)
- Reuben Warner Associates, Inc.: 410 employer clients, $1,226,431 reported commissions (Staten Island)
- Nfp Corporate Services: 403 employer clients, $14,717,823 reported commissions (New York)
- Fna Insurance Services Inc: 277 employer clients, $3,611,189 reported commissions (Woodbury)
- Hub International Northeast Limited: 212 employer clients, $11,636,897 reported commissions (Melville)
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.