Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Stephan J Coles

Melville, NY

Stephan J Coles of Melville, NY is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $2,603 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$2,603
plan year 2024
Reported fees
$1,716

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.

EmployerStateParticipantsPlan year end
United Cerebral Palsy Association Of Greater Suffolk, Inc.NY6182024-12-31
Henry Viscardi SchoolNY1672024-12-31
1 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in New York

All brokers in New York

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.