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Benefits Intelligence/Broker Directory/Florida

Russell J Carpentieri

Juno Beach, FL

Russell J Carpentieri of Juno Beach, FL is the broker of record on 24 Form 5500 Schedule A filings covering 14 employer benefit plans across 4 states, with $364,574 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
24
States served
4
Reported commissions
$364,574
plan year 2025

Quick answer

Russell J Carpentieri (Juno Beach, FL) is the broker of record for 14 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Russell J Carpentieri have?
Russell J Carpentieri is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 4 states.
Who are Russell J Carpentieri's largest employer clients?
By plan participants, the largest include Freshfields U.S. LLP (716 participants), Hps Investment Partners, LLC (702 participants) and The Windward School (417 participants).
How much does Russell J Carpentieri earn in commissions?
Insurers reported $364,574 in broker commissions paid to Russell J Carpentieri for plan year 2025, per Schedule A Part 1.
Where is Russell J Carpentieri located?
Russell J Carpentieri is based in Juno Beach, FL and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Russell J Carpentieri 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
Freshfields U.S. LLPNY7162025-12-31
Hps Investment Partners, LLCNY7022026-02-28
The Windward SchoolNY4172025-12-31
11 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.