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Benefits Intelligence/Broker Directory/New York

Park Avenue Securities

New York, NY

Park Avenue Securities of New York, NY is the broker of record on 188 Form 5500 Schedule A filings covering 107 employer benefit plans across 27 states, with $3,920,123 in reported broker commissions (plan year 2025).

Employer clients
107
distinct plan sponsors
Schedule A filings
188
States served
27
Reported commissions
$3,920,123
plan year 2025
Reported fees
$12,680

Quick answer

Park Avenue Securities (New York, NY) is the broker of record for 107 employer benefit plan sponsors on 188 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Park Avenue Securities have?
Park Avenue Securities is named as broker on Form 5500 Schedule A filings for 107 distinct plan sponsors in 27 states.
Who are Park Avenue Securities's largest employer clients?
By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Nppg Plan Professionals, LLC (15,967 participants).
How much does Park Avenue Securities earn in commissions?
Insurers reported $3.9 million in broker commissions and $12,680 in fees paid to Park Avenue Securities for plan year 2025, per Schedule A Part 1.
Where is Park Avenue Securities located?
Park Avenue Securities is based in New York, NY and has employer clients in 27 states.
How does Park Avenue Securities rank among benefits brokers in New York?
Park Avenue Securities ranks #20 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Park Avenue Securities 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
Futureplan Fiduciary Services, LLCMA196,1642025-12-31
Principal Life Insurance CompanyIA161,0402024-12-31
Nppg Plan Professionals, LLCNJ15,9672025-12-31
104 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.