Fundz
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Benefits Intelligence/Broker Directory/New York

Lighthouse Planning Group LLC

Brooklyn, NY

Lighthouse Planning Group LLC of Brooklyn, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $81,059 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$81,059
plan year 2024
Reported fees
$1,580

Quick answer

Lighthouse Planning Group LLC (Brooklyn, NY) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Lighthouse Planning Group LLC have?
Lighthouse Planning Group LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Lighthouse Planning Group LLC's largest employer clients?
By plan participants, the largest include Board Of Trustees Of The United Welfare Fund (88,543 participants), Parent Care Home Care (1,185 participants) and Leading Edge Administrators LLC (172 participants).
How much does Lighthouse Planning Group LLC earn in commissions?
Insurers reported $81,059 in broker commissions and $1,580 in fees paid to Lighthouse Planning Group LLC for plan year 2024, per Schedule A Part 1.
Where is Lighthouse Planning Group LLC located?
Lighthouse Planning Group LLC is based in Brooklyn, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lighthouse Planning Group LLC 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
Board Of Trustees Of The United Welfare FundNY88,5432025-04-30
Parent Care Home CareNY1,1852025-03-31
Leading Edge Administrators LLCFL1722024-12-31

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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.