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Benefits Intelligence/Broker Directory/New York

Malleolo Associates, Inc.

Salt Point, NY

Malleolo Associates, Inc. of Salt Point, NY is the broker of record on 41 Form 5500 Schedule A filings covering 11 employer benefit plans across 2 states, with $1,413,352 in reported broker commissions (plan year 2013).

Employer clients
11
distinct plan sponsors
Schedule A filings
41
States served
2
Reported commissions
$1,413,352
plan year 2013
Reported fees
$11,585

Employer clients

Plan sponsors naming Malleolo Associates, Inc. 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
Business Council Of New York State Inc. Insurance FundNY126,7622012-12-31
Orthopedic Associaes Of Dutchess County P.C.NY3592014-05-31
Hudson Valley Cardiovascular Associates, P.C.NY3232012-06-30
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.

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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.