Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Stephen P White

Montebello, NY

Stephen P White of Montebello, NY is the broker of record on 13 Form 5500 Schedule A filings covering 12 employer benefit plans across 3 states, with $9,528 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
13
States served
3
Reported commissions
$9,528
plan year 2025

Quick answer

Stephen P White (Montebello, NY) is the broker of record for 12 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Stephen P White have?
Stephen P White is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 3 states.
Who are Stephen P White's largest employer clients?
By plan participants, the largest include New York Society For The Relief Of The Ruptured And Crippled (4,615 participants), Touro University (2,450 participants) and Nysarc Inc. - Nassau County Chapter (2,115 participants).
How much does Stephen P White earn in commissions?
Insurers reported $9,528 in broker commissions paid to Stephen P White for plan year 2025, per Schedule A Part 1.
Where is Stephen P White located?
Stephen P White is based in Montebello, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stephen P White 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
New York Society For The Relief Of The Ruptured And CrippledNY4,6152024-12-31
Touro UniversityNY2,4502025-06-30
Nysarc Inc. - Nassau County ChapterNY2,1152025-12-31
9 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.