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Benefits Intelligence/Broker Directory/New York

Robert Fonti

Cold Spring Harbor, NY

Robert Fonti of Cold Spring Harbor, NY is the broker of record on 18 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,382 in reported broker commissions (plan year 2023).

Employer clients
3
distinct plan sponsors
Schedule A filings
18
States served
2
Reported commissions
$1,382
plan year 2023
Reported fees
$8

Employer clients

Plan sponsors naming Robert Fonti 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
Heritage Medical SystemsCA4,2902013-12-31
Marcum LLPNY1,3232018-12-31
Cerebral Palsy Association Of Nassau County, Inc.NY6362021-12-31

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.