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Benefits Intelligence/Broker Directory/New York

Yolanda Tristancho-Helwig

New York, NY

Yolanda Tristancho-Helwig of New York, NY is the broker of record on 20 Form 5500 Schedule A filings covering 16 employer benefit plans across 5 states, with $3,790 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
20
States served
5
Reported commissions
$3,790
plan year 2025

Quick answer

Yolanda Tristancho-Helwig (New York, NY) is the broker of record for 16 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Yolanda Tristancho-Helwig have?
Yolanda Tristancho-Helwig is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 5 states.
Who are Yolanda Tristancho-Helwig's largest employer clients?
By plan participants, the largest include Radnet Management, Inc. (10,987 participants), Woods Services, Inc. (3,679 participants) and Kyocera Document Solutions America, Inc. (1,265 participants).
How much does Yolanda Tristancho-Helwig earn in commissions?
Insurers reported $3,790 in broker commissions paid to Yolanda Tristancho-Helwig for plan year 2025, per Schedule A Part 1.
Where is Yolanda Tristancho-Helwig located?
Yolanda Tristancho-Helwig is based in New York, NY and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Yolanda Tristancho-Helwig 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
Radnet Management, Inc.CA10,9872024-12-31
Woods Services, Inc.PA3,6792025-06-30
Kyocera Document Solutions America, Inc.NJ1,2652024-12-31
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.