Rueben Warner Associates, Inc.
Staten Island, NY
Rueben Warner Associates, Inc. of Staten Island, NY is the broker of record on 16 Form 5500 Schedule A filings covering 12 employer benefit plans across 8 states, with $14,685 in reported broker commissions (plan year 2025).
Quick answer
Rueben Warner Associates, Inc. (Staten Island, NY) is the broker of record for 12 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Rueben Warner Associates, Inc. have?
- Rueben Warner Associates, Inc. is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 8 states.
- Who are Rueben Warner Associates, Inc.'s largest employer clients?
- By plan participants, the largest include Valero Energy Corporation (7,676 participants), Osi Systems, Inc. (1,814 participants) and Labconco Corporation (284 participants).
- How much does Rueben Warner Associates, Inc. earn in commissions?
- Insurers reported $14,685 in broker commissions and $294,449 in fees paid to Rueben Warner Associates, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Rueben Warner Associates, Inc. located?
- Rueben Warner Associates, Inc. is based in Staten Island, NY and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Rueben Warner Associates, Inc. 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 |
|---|---|---|---|
| Valero Energy Corporation | TX | 7,676 | 2025-12-31 |
| Osi Systems, Inc. | CA | 1,814 | 2025-04-30 |
| Labconco Corporation | MO | 284 | 2025-12-31 |
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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.