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Benefits Intelligence/Broker Directory/New York

Nrl Wealth Creation Strategies

Westbury, NY

Nrl Wealth Creation Strategies of Westbury, NY is the broker of record on 29 Form 5500 Schedule A filings covering 16 employer benefit plans across 5 states, with $21,138 in reported broker commissions (plan year 2022).

Employer clients
16
distinct plan sponsors
Schedule A filings
29
States served
5
Reported commissions
$21,138
plan year 2022
Reported fees
$1,191

Employer clients

Plan sponsors naming Nrl Wealth Creation Strategies 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
Sandata TechnologiesNY3342009-12-31
Schumacher Electric CorporationIL1922014-12-31
RvnahealthCT1842021-12-31
13 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.