Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Wendy M Caliendo

Newburgh, NY

Wendy M Caliendo of Newburgh, NY is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $17 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$17
plan year 2025

Quick answer

Wendy M Caliendo (Newburgh, NY) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wendy M Caliendo have?
Wendy M Caliendo is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Wendy M Caliendo's largest employer clients?
By plan participants, the largest include Ferreira Construction Co., Inc. (286 participants), Forerunner Technologies, Inc. (228 participants) and Align Communications, Inc. (204 participants).
How much does Wendy M Caliendo earn in commissions?
Insurers reported $17 in broker commissions paid to Wendy M Caliendo for plan year 2025, per Schedule A Part 1.
Where is Wendy M Caliendo located?
Wendy M Caliendo is based in Newburgh, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wendy M Caliendo 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
Ferreira Construction Co., Inc.NJ2862023-06-30
Forerunner Technologies, Inc.NY2282025-11-30
Align Communications, Inc.NY2042025-12-31
3 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.