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Benefits Intelligence/Broker Directory/New York

Mark Dorfman

Lynbrook, NY

Mark Dorfman of Lynbrook, NY is the broker of record on 10 Form 5500 Schedule A filings covering 4 employer benefit plans, with $243,899 in reported broker commissions (plan year 2022).

Employer clients
4
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$243,899
plan year 2022
Reported fees
$221

Employer clients

Plan sponsors naming Mark Dorfman 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
Transcare CorporationNY1,0292013-12-31
Security Mutual Life Insurance Company Of New YorkNY3072022-12-31
Womens Housing And Economic Development CorporationNY1242014-06-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.