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Benefits Intelligence/Broker Directory/New York

Titan Ins & Employee Benefits

Rochester, NY

Titan Ins & Employee Benefits of Rochester, NY is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $158,537 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
15
States served
2
Reported commissions
$158,537
plan year 2025
Reported fees
$48,552

Quick answer

Titan Ins & Employee Benefits (Rochester, NY) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Titan Ins & Employee Benefits have?
Titan Ins & Employee Benefits is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Titan Ins & Employee Benefits's largest employer clients?
By plan participants, the largest include U.S. Retirement Partners, Inc. (759 participants), Longbridge Financial LLC (491 participants) and Optimax Systems, Inc. (443 participants).
How much does Titan Ins & Employee Benefits earn in commissions?
Insurers reported $158,537 in broker commissions and $48,552 in fees paid to Titan Ins & Employee Benefits for plan year 2025, per Schedule A Part 1.
Where is Titan Ins & Employee Benefits located?
Titan Ins & Employee Benefits is based in Rochester, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Titan Ins & Employee Benefits 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
U.S. Retirement Partners, Inc.NJ7592025-12-31
Longbridge Financial LLCNJ4912025-12-31
Optimax Systems, Inc.NY4432025-12-31
7 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.