The Segal Company (Eastern States)
New York, NY
The Segal Company (Eastern States) of New York, NY is the broker of record on 65 Form 5500 Schedule A filings covering 39 employer benefit plans across 11 states, with $4,051,631 in reported broker commissions (plan year 2025).
Quick answer
The Segal Company (Eastern States) (New York, NY) is the broker of record for 39 employer benefit plan sponsors on 65 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Segal Company (Eastern States) have?
- The Segal Company (Eastern States) is named as broker on Form 5500 Schedule A filings for 39 distinct plan sponsors in 11 states.
- Who are The Segal Company (Eastern States)'s largest employer clients?
- By plan participants, the largest include Board Of Trustees Of The Heartland Health And Wellness Fund (52,226 participants), Board Of Trustees Of Local 298 Health Benefit Fund 1 (8,765 participants) and Board Of Trustees Of Mason Tenders District Council Welfare Fund (7,647 participants).
- How much does The Segal Company (Eastern States) earn in commissions?
- Insurers reported $4.1 million in broker commissions and $285,182 in fees paid to The Segal Company (Eastern States) for plan year 2025, per Schedule A Part 1.
- Where is The Segal Company (Eastern States) located?
- The Segal Company (Eastern States) is based in New York, NY and has employer clients in 11 states.
- How does The Segal Company (Eastern States) rank among benefits brokers in New York?
- The Segal Company (Eastern States) ranks #46 by employer clients among the 50 most active benefits brokers based in New York.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Segal Company (Eastern States) 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 |
|---|---|---|---|
| Board Of Trustees Of The Heartland Health And Wellness Fund | OH | 52,226 | 2025-12-31 |
| Board Of Trustees Of Local 298 Health Benefit Fund 1 | NY | 8,765 | 2025-12-31 |
| Board Of Trustees Of Mason Tenders District Council Welfare Fund | NY | 7,647 | 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.