Quantum Financial Strategies
Mount Kisco, NY
Quantum Financial Strategies of Mount Kisco, NY is the broker of record on 93 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $4,119,778 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Quantum Financial Strategies 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 |
|---|---|---|---|
| Bd Of Trustees Bctgm Local 53 Health Benefits Fund | NJ | 1,633 | 2023-04-30 |
| Uaw - Local 259 Social Security Dept. | NJ | 1,313 | 2023-12-31 |
| Mercy College | NY | 482 | 2011-06-30 |
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.
Other benefits 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.