Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Lifemark Securities Corp

Rochester, NY

Lifemark Securities Corp of Rochester, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $101,709 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$101,709
plan year 2025

Quick answer

Lifemark Securities Corp (Rochester, 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 Lifemark Securities Corp have?
Lifemark Securities Corp is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Lifemark Securities Corp's largest employer clients?
By plan participants, the largest include Med-Smart, Inc. (530 participants), Star Nursery, Inc. (388 participants) and Mvt Services, LLC.
How much does Lifemark Securities Corp earn in commissions?
Insurers reported $101,709 in broker commissions paid to Lifemark Securities Corp for plan year 2025, per Schedule A Part 1.
Where is Lifemark Securities Corp located?
Lifemark Securities Corp is based in Rochester, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lifemark Securities Corp 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
Med-Smart, Inc.NV5302024-12-31
Star Nursery, Inc.NV3882025-12-31
Mvt Services, LLCNM02016-12-31

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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.