Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

The Segal Co Eastern States Inc

New York, NY

The Segal Co Eastern States Inc of New York, NY is the broker of record on 24 Form 5500 Schedule A filings covering 16 employer benefit plans across 8 states, with $1,216,086 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
24
States served
8
Reported commissions
$1,216,086
plan year 2025
Reported fees
$66,821

Quick answer

The Segal Co Eastern States Inc (New York, NY) is the broker of record for 16 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Segal Co Eastern States Inc have?
The Segal Co Eastern States Inc is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 8 states.
Who are The Segal Co Eastern States Inc's largest employer clients?
By plan participants, the largest include Board Of Trustees, Heavy & General Laborers Welfare Fund Of New Jersey (7,130 participants), Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-Cio (5,379 participants) and Board Of Trustees, Utah-Idaho Teamsters Security Fund (3,033 participants).
How much does The Segal Co Eastern States Inc earn in commissions?
Insurers reported $1.2 million in broker commissions and $66,821 in fees paid to The Segal Co Eastern States Inc for plan year 2025, per Schedule A Part 1.
Where is The Segal Co Eastern States Inc located?
The Segal Co Eastern States Inc is based in New York, NY and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Segal Co Eastern States Inc 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
Board Of Trustees, Heavy & General Laborers Welfare Fund Of New JerseyNJ7,1302025-03-31
Bd Of Trust Health & Benefit Trust Fd Of Iuoe Lcl 94,94a,94b, Afl-CioNY5,3792025-12-31
Board Of Trustees, Utah-Idaho Teamsters Security FundAZ3,0332025-04-30
13 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.