Stephan J Coles
Melville, NY
Stephan J Coles of Melville, NY is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $4,258 in reported broker commissions (plan year 2025).
Quick answer
Stephan J Coles (Melville, NY) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stephan J Coles have?
- Stephan J Coles is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Stephan J Coles's largest employer clients?
- By plan participants, the largest include Americantcs Fiduciary Services, LLC (1,627 participants), United Cerebral Palsy Association Of Greater Suffolk, Inc. (615 participants) and Henry Viscardi School (160 participants).
- How much does Stephan J Coles earn in commissions?
- Insurers reported $4,258 in broker commissions and $3,591 in fees paid to Stephan J Coles for plan year 2025, per Schedule A Part 1.
- Where is Stephan J Coles located?
- Stephan J Coles is based in Melville, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stephan J Coles 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 |
|---|---|---|---|
| Americantcs Fiduciary Services, LLC | PA | 1,627 | 2025-12-31 |
| United Cerebral Palsy Association Of Greater Suffolk, Inc. | NY | 615 | 2025-12-31 |
| Henry Viscardi School | NY | 160 | 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.