Namely Employee Benefits, LLC
New York, NY
Namely Employee Benefits, LLC of New York, NY is the broker of record on 29 Form 5500 Schedule A filings covering 22 employer benefit plans across 12 states, with $131,364 in reported broker commissions (plan year 2025).
Quick answer
Namely Employee Benefits, LLC (New York, NY) is the broker of record for 22 employer benefit plan sponsors on 29 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Namely Employee Benefits, LLC have?
- Namely Employee Benefits, LLC is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 12 states.
- Who are Namely Employee Benefits, LLC's largest employer clients?
- By plan participants, the largest include Institutional Capital Network (1,422 participants), Voleon Capital Management Lp (402 participants) and Nfe Management LLC (377 participants).
- How much does Namely Employee Benefits, LLC earn in commissions?
- Insurers reported $131,364 in broker commissions and $13,780 in fees paid to Namely Employee Benefits, LLC for plan year 2025, per Schedule A Part 1.
- Where is Namely Employee Benefits, LLC located?
- Namely Employee Benefits, LLC is based in New York, NY and has employer clients in 12 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Namely Employee Benefits, 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 |
|---|---|---|---|
| Institutional Capital Network | NY | 1,422 | 2025-12-31 |
| Voleon Capital Management Lp | CA | 402 | 2025-12-31 |
| Nfe Management LLC | NY | 377 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in New York
- Professional Group Plans, Inc.: 1,141 employer clients, $15,443,827 reported commissions (Hauppauge)
- Willis Towers Watson Us LLC: 840 employer clients, $258,213,632 reported commissions (New York)
- Willis Towers Watson Northeast Inc: 723 employer clients, $65,029,965 reported commissions (New York)
- Nfp Corporate Services Ny LLC: 472 employer clients, $38,398,498 reported commissions (New York)
- Reuben Warner Associates, Inc.: 410 employer clients, $1,226,431 reported commissions (Staten Island)
- Nfp Corporate Services: 403 employer clients, $14,717,823 reported commissions (New York)
- Fna Insurance Services Inc: 277 employer clients, $3,611,189 reported commissions (Woodbury)
- Hub International Northeast Limited: 212 employer clients, $11,636,897 reported commissions (Melville)
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.