Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

S B H U Life Agency Inc

New York, NY

S B H U Life Agency Inc of New York, NY is the broker of record on 166 Form 5500 Schedule A filings covering 101 employer benefit plans across 30 states, with $1,669,026 in reported broker commissions (plan year 2025).

Employer clients
101
distinct plan sponsors
Schedule A filings
166
States served
30
Reported commissions
$1,669,026
plan year 2025

Quick answer

S B H U Life Agency Inc (New York, NY) is the broker of record for 101 employer benefit plan sponsors on 166 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does S B H U Life Agency Inc have?
S B H U Life Agency Inc is named as broker on Form 5500 Schedule A filings for 101 distinct plan sponsors in 30 states.
Who are S B H U Life Agency Inc's largest employer clients?
By plan participants, the largest include Coworx Staffing Services LLC (3,803 participants), Trustees Of The Unite Here Local 26 401(K) Plan (2,995 participants) and Hasc Center Inc. (2,111 participants).
How much does S B H U Life Agency Inc earn in commissions?
Insurers reported $1.7 million in broker commissions paid to S B H U Life Agency Inc for plan year 2025, per Schedule A Part 1.
Where is S B H U Life Agency Inc located?
S B H U Life Agency Inc is based in New York, NY and has employer clients in 30 states.
How does S B H U Life Agency Inc rank among benefits brokers in New York?
S B H U Life Agency Inc ranks #22 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming S B H U Life Agency 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
Coworx Staffing Services LLCNJ3,8032025-12-31
Trustees Of The Unite Here Local 26 401(K) PlanMA2,9952025-06-30
Hasc Center Inc.NY2,1112025-12-31
98 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.