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Benefits Intelligence/Broker Directory/New York

The Segal Company

New York, NY

The Segal Company of New York, NY is the broker of record on 59 Form 5500 Schedule A filings covering 38 employer benefit plans across 17 states, with $1,615,335 in reported broker commissions (plan year 2025).

Employer clients
38
distinct plan sponsors
Schedule A filings
59
States served
17
Reported commissions
$1,615,335
plan year 2025
Reported fees
$93,866

Quick answer

The Segal Company (New York, NY) is the broker of record for 38 employer benefit plan sponsors on 59 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Segal Company have?
The Segal Company is named as broker on Form 5500 Schedule A filings for 38 distinct plan sponsors in 17 states.
Who are The Segal Company's largest employer clients?
By plan participants, the largest include National Elevator Industry Health Benefit Plan Board Of Trustees (26,878 participants), Board Of Trustees, Operating Engineers Health (17,528 participants) and Trustees Of Pipe Fitters Welfare Fund (6,962 participants).
How much does The Segal Company earn in commissions?
Insurers reported $1.6 million in broker commissions and $93,866 in fees paid to The Segal Company for plan year 2025, per Schedule A Part 1.
Where is The Segal Company located?
The Segal Company is based in New York, NY and has employer clients in 17 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Segal Company 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
National Elevator Industry Health Benefit Plan Board Of TrusteesPA26,8782025-12-31
Board Of Trustees, Operating Engineers HealthCA17,5282025-12-31
Trustees Of Pipe Fitters Welfare FundIL6,9622025-12-31
35 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.