Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Pgm Insurance Services, LLC

Brewster, NY

Pgm Insurance Services, LLC of Brewster, NY is the broker of record on 21 Form 5500 Schedule A filings covering 20 employer benefit plans across 7 states, with $22,089 in reported broker commissions (plan year 2025).

Employer clients
20
distinct plan sponsors
Schedule A filings
21
States served
7
Reported commissions
$22,089
plan year 2025
Reported fees
$498,848

Quick answer

Pgm Insurance Services, LLC (Brewster, NY) is the broker of record for 20 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pgm Insurance Services, LLC have?
Pgm Insurance Services, LLC is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 7 states.
Who are Pgm Insurance Services, LLC's largest employer clients?
By plan participants, the largest include The Resourcing Group LLC (1,054 participants), Health Plus Management (401 participants) and 92nd Street Y (289 participants).
How much does Pgm Insurance Services, LLC earn in commissions?
Insurers reported $22,089 in broker commissions and $498,848 in fees paid to Pgm Insurance Services, LLC for plan year 2025, per Schedule A Part 1.
Where is Pgm Insurance Services, LLC located?
Pgm Insurance Services, LLC is based in Brewster, NY and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pgm Insurance Services, LLC 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
The Resourcing Group LLCNY1,0542025-04-30
Health Plus ManagementNY4012024-12-31
92nd Street YNY2892026-02-28
17 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.