Monteleone Associates, LLC
Commack, NY
Monteleone Associates, LLC of Commack, NY is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $43,935 in reported broker commissions (plan year 2024).
Quick answer
Monteleone Associates, LLC (Commack, NY) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Monteleone Associates, LLC have?
- Monteleone Associates, LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Monteleone Associates, LLC's largest employer clients?
- By plan participants, the largest include Peconic Landing (112 participants).
- How much does Monteleone Associates, LLC earn in commissions?
- Insurers reported $43,935 in broker commissions paid to Monteleone Associates, LLC for plan year 2024, per Schedule A Part 1.
- Where is Monteleone Associates, LLC located?
- Monteleone Associates, LLC is based in Commack, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Monteleone Associates, LLC 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 |
|---|---|---|---|
| Peconic Landing | NY | 112 | 2010-04-30 |
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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.