Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

New York City Regional Office

New York, NY

New York City Regional Office of New York, NY is the broker of record on 17 Form 5500 Schedule A filings covering 13 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
17
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$30,306

Quick answer

New York City Regional Office (New York, NY) is the broker of record for 13 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does New York City Regional Office have?
New York City Regional Office is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors.
Who are New York City Regional Office's largest employer clients?
By plan participants, the largest include Rising Ground, Inc. (3,459 participants), Baldor Specialty Foods, Inc. (3,399 participants) and Forrest Solutions Inc (1,311 participants).
Where is New York City Regional Office located?
New York City Regional Office is based in New York, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming New York City Regional Office 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
Rising Ground, Inc.NY3,4592025-06-30
Baldor Specialty Foods, Inc.NY3,3992024-12-31
Forrest Solutions IncNY1,3112024-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New York

All brokers in New York →

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.