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Benefits Intelligence/Broker Directory/Texas

Salomon Smith Barney

New York, TX

Salomon Smith Barney of New York, TX is the broker of record on 978 Form 5500 Schedule A filings covering 540 employer benefit plans across 47 states, with $7,827,647 in reported broker commissions (plan year 2018).

Employer clients
540
distinct plan sponsors
Schedule A filings
978
States served
47
Reported commissions
$7,827,647
plan year 2018
Reported fees
$297,759

Employer clients

Plan sponsors naming Salomon Smith Barney 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
Pyramid Advisors Limited PartnershipMA7,8982011-12-31
WorkwayCA4,4922009-12-31
Hot Topic, Inc.CA3,9342011-12-31
537 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.