Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Richard Peterson

Centerport, NY

Richard Peterson of Centerport, NY is the broker of record on 18 Form 5500 Schedule A filings covering 17 employer benefit plans across 3 states, with $20,683 in reported broker commissions (plan year 2025).

Employer clients
17
distinct plan sponsors
Schedule A filings
18
States served
3
Reported commissions
$20,683
plan year 2025
Reported fees
$719

Quick answer

Richard Peterson (Centerport, NY) is the broker of record for 17 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richard Peterson have?
Richard Peterson is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 3 states.
Who are Richard Peterson's largest employer clients?
By plan participants, the largest include New York Society For The Relief Of The Ruptured And Crippled (4,615 participants), Touro University (2,450 participants) and Nysarc Inc. - Nassau County Chapter (2,311 participants).
How much does Richard Peterson earn in commissions?
Insurers reported $20,683 in broker commissions and $719 in fees paid to Richard Peterson for plan year 2025, per Schedule A Part 1.
Where is Richard Peterson located?
Richard Peterson is based in Centerport, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richard Peterson 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
New York Society For The Relief Of The Ruptured And CrippledNY4,6152024-12-31
Touro UniversityNY2,4502025-06-30
Nysarc Inc. - Nassau County ChapterNY2,3112024-12-31
14 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.