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Benefits Intelligence/Broker Directory/Florida

Richard S. Bernstein And Assoc.,Inc

West Palm Beach, FL

Richard S. Bernstein And Assoc.,Inc of West Palm Beach, FL is the broker of record on 25 Form 5500 Schedule A filings covering 11 employer benefit plans, with $126,483 in reported broker commissions (plan year 2024).

Employer clients
11
distinct plan sponsors
Schedule A filings
25
States served
1
Reported commissions
$126,483
plan year 2024
Reported fees
$172,303

Employer clients

Plan sponsors naming Richard S. Bernstein And Assoc.,Inc 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
Daniel J Newlin, PaFL3522025-05-31
Newsmax Media, Inc.FL3442023-12-31
Gunster, Yoakley & Stewart, P.A.FL3422012-12-31
8 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.