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464 insurance / financial services employers in New York have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $18 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all New York employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF THE UNITED WELFARE FUND | Insurance / Financial Services | Self-funded | 89K | 2024 | Disclosed |
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC | Insurance / Financial Services | Fully insured | 51K | 2024 | Disclosed |
| GOLDMAN SACHS & CO. LLC | Insurance / Financial Services | Self-funded | 45K | 2024 | Disclosed |
| AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES | Insurance / Financial Services | Self-funded | 26K | 2025 | Disclosed |
| M&T BANK CORPORATION FLEXIBLE BENEFITS PLAN | Insurance / Financial Services | Self-funded | 23K | 2024 | Disclosed |
| MANUFACTURERS AND TRADERS TRUST CO | Insurance / Financial Services | Self-funded | 22K | 2024 | Disclosed |
| BOARD OF TRUSTEES NEW YORK STATE NURSES ASSOCIATION BENEFITS FUND | Insurance / Financial Services | Self-funded | 21K | 2024 | Disclosed |
| MARSH & MCLENNAN COMPANIES, INC. | Insurance / Financial Services | Self-funded | 19K | 2024 | Disclosed |
| BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND | Insurance / Financial Services | Self-funded | 16K | 2024 | Disclosed |
| NEW YORK LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 13K | 2024 | Disclosed |
| LVMH MOET HENNESSY LOUIS VUITTON,INC | Insurance / Financial Services | Self-funded | 12K | 2024 | Disclosed |
| BARCLAYS SERVICES CORPORATION | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| MASTERCARD INTERNATIONAL INCORPORATED | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| USI INSURANCE SERVICES, LLC | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| BLACKROCK, INC. | Insurance / Financial Services | Self-funded | 8.5K | 2024 | Disclosed |
| SERVICE EMPLOYEES BENEFIT FUND | Insurance / Financial Services | Self-funded | 8.1K | 2024 | Disclosed |
| BLACKROCK, INC. | Insurance / Financial Services | Self-funded | 7.9K | 2022 | Disclosed |
| FLAGSTAR FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 7.6K | 2024 | Disclosed |
| MUFG BANK, LTD. | Insurance / Financial Services | Fully insured | 6.5K | 2024 | Disclosed |
| HF MANAGEMENT SERVICES, LLC | Insurance / Financial Services | Self-funded | 6.3K | 2025 | Disclosed |
| NFP CORP. | Insurance / Financial Services | Self-funded | 5.8K | 2024 | Disclosed |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 5.7K | 2025 | Disclosed |
| TEAMSTERS LOCAL 210 AFFILIATED HEALTH & INSURANCE FUND | Insurance / Financial Services | Self-funded | 5.6K | 2024 | Disclosed |
| FLAGSTAR BANK N.A. | Insurance / Financial Services | Self-funded | 5.6K | 2025 | Disclosed |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Insurance / Financial Services | Self-funded | 5.2K | 2025 | Disclosed |
| AMERICAN INTERNATIONAL GROUP, INC. ATTN HEAD OF GLOBAL BENEFITS | Insurance / Financial Services | Self-funded | 5.2K | 2024 | Disclosed |
| VOLUNTARY HOSPITALS HOUSE STAFF BENEFITS PLAN | Insurance / Financial Services | Self-funded | 4.9K | 2024 | Disclosed |
| EXCAVATORS UNION 731 WELFARE | Insurance / Financial Services | Self-funded | 4.8K | 2024 | Disclosed |
| GALWAY HOLDINGS LP | Insurance / Financial Services | Self-funded | 4.8K | 2025 | Disclosed |
| WEBSTER BANK, N.A. | Insurance / Financial Services | Self-funded | 4.6K | 2025 | Disclosed |
| SUMITOMO MITSUI BANKING CORP | Insurance / Financial Services | Self-funded | 4.6K | 2024 | Disclosed |
| EXCELLUS HEALTH PLAN INC | Insurance / Financial Services | Self-funded | 4.4K | 2024 | Disclosed |
| ARCH CAPITAL SERVICES LLC | Insurance / Financial Services | Self-funded | 3.9K | 2025 | Disclosed |
| JEFFERIES FINANCIAL GROUP INC. | Insurance / Financial Services | Self-funded | 3.9K | 2025 | Disclosed |
| INFORMA USA, INC. | Insurance / Financial Services | Self-funded | 3.7K | 2024 | Disclosed |
| BOARD OF TRUSTEES, NOITU INSURANCE TRUST FUND | Insurance / Financial Services | Self-funded | 3.7K | 2024 | Disclosed |
| BNP PARIBAS US WHOLESALE HOLDINGS, CORP. | Insurance / Financial Services | Self-funded | 3.7K | 2024 | Disclosed |
| DELPHI SALARIED RETIREES ASSOCIATION BENEFIT TRUST | Insurance / Financial Services | Self-funded | 3.4K | 2024 | Disclosed |
| ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST | Insurance / Financial Services | Fully insured | 3.1K | 2024 | Disclosed |
| JEFFERIES GROUP LLC | Insurance / Financial Services | Self-funded | 3K | 2021 | Disclosed |
| MACQUARIE HOLDINGS U.S.A. INC. | Insurance / Financial Services | Self-funded | 2.9K | 2024 | Disclosed |
| COMMUNITY FINANCIAL SYSTEM, INC. | Insurance / Financial Services | Self-funded | 2.9K | 2025 | Disclosed |
| NYSNA RETIREE HEALTH FUND | Insurance / Financial Services | Self-funded | 2.8K | 2024 | Disclosed |
| ENDURANCE U.S. HOLDINGS CORPORATION | Insurance / Financial Services | Self-funded | 2.8K | 2024 | Disclosed |
| MPG OPERATIONS LLC | Insurance / Financial Services | Self-funded | 2.7K | 2025 | Disclosed |
| PAVERS & ROAD BUILDERS DC WELFARE FUND | Insurance / Financial Services | Self-funded | 2.7K | 2024 | Disclosed |
| UNITED BENEFIT FUND | Insurance / Financial Services | Self-funded | 2.6K | 2024 | Disclosed |
| QBE HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 2.5K | 2025 | Disclosed |
| BROWN BROTHERS HARRIMAN & CO. | Insurance / Financial Services | Self-funded | 2.5K | 2024 | Disclosed |
| MIZUHO BANK, LTD. | Insurance / Financial Services | Self-funded | 2.4K | 2025 | Disclosed |
| SWISS RE AMERICA HOLDING CORPORATION | Insurance / Financial Services | Self-funded | 2.3K | 2024 | Disclosed |
| SIGNATURE BANK | Insurance / Financial Services | Self-funded | 2.3K | 2023 | Disclosed |
| OSCAR MANAGEMENT CORPORATION | Insurance / Financial Services | Self-funded | 2.2K | 2025 | Disclosed |
| BOARD OF TRUSTEES OF LOCAL 298 HEALTH BENEFIT FUND 1 | Insurance / Financial Services | Self-funded | 2.2K | 2024 | Disclosed |
| NBT BANCORP INC. | Insurance / Financial Services | Self-funded | 2.1K | 2025 | Disclosed |
| NOMURA SECURITIES INTERNATIONAL, INC. | Insurance / Financial Services | Self-funded | 2.1K | 2024 | Disclosed |
| NEUBERGER BERMAN GROUP LLC | Insurance / Financial Services | Self-funded | 2.1K | 2025 | Disclosed |
| JANE STREET GROUP, LLC | Insurance / Financial Services | Self-funded | 2.1K | 2025 | Disclosed |
| AGRI-SERVICES AGENCY LLC | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| EMBLEMHEALTH SERVICES COMPANY, LLC | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| C.V. STARR & CO., INC. | Insurance / Financial Services | Self-funded | 2K | 2024 | Disclosed |
| U.S.W.U. LOCAL 74 WELFARE FUND BOARD OF TRUSTEES OF U.S.W.U. LOCAL 74 | Insurance / Financial Services | Self-funded | 2K | 2024 | Disclosed |
| EVERCORE PARTNERS SERVICES EAST LLC | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| SOCIETE GENERALE | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| CANTOR FITZGERALD, L.P. | Insurance / Financial Services | Self-funded | 1.8K | 2025 | Disclosed |
| FITCH GROUP, INC. | Insurance / Financial Services | Self-funded | 1.7K | 2024 | Disclosed |
| MVP SERVICE CORP | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| TWO SIGMA INVESTMENTS, LP AND ITS AFFILIATES | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| GREYSTONE AND COMPANY, INC. AND AFFILIATES | Insurance / Financial Services | Self-funded | 1.6K | 2022 | Disclosed |
| BOARD OF TRUSTEES IUOE LOCAL 138 WELFARE FUND | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| LOCAL 670 WELFARE FUND JOINT BOARD OF TRUSTEES | Insurance / Financial Services | Self-funded | 1.5K | 2024 | Disclosed |
| INDEPENDENT HEALTH ASSOCIATION, INC. | Insurance / Financial Services | Self-funded | 1.5K | 2025 | Disclosed |
| STERLING NATIONAL BANK | Insurance / Financial Services | Self-funded | 1.5K | 2021 | Disclosed |
| CERITY PARTNERS MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC | Insurance / Financial Services | Fully insured | 1.4K | 2025 | Disclosed |
| THE BANK OF NOVA SCOTIA | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| INDEPENDENCE PET HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| BROADVIEW FCU | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| UTICA MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| TP ICAP AMERICAS HOLDINGS INC. | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| COOPERATIVE RABOBANK U.A. NEW YORK BRANCH | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| THE TRUSTEES OF THE NYS AUTOMOBILE DEALERS, INC. GRP. INS. TRUST | Insurance / Financial Services | Self-funded | 1.3K | 2024 | Disclosed |
| BLUE OWL CAPITAL HOLDINGS LP | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| BOARD OF TRUSTEES SDC - LEAGUE HEALTH FUND | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| IBEW LOCAL NO. 236 HEALTH AND BENEFIT FU | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| D. E. SHAW & CO., L.P. | Insurance / Financial Services | Fully insured | 1.2K | 2024 | Disclosed |
| COWEN INC. | Insurance / Financial Services | Self-funded | 1.2K | 2023 | Disclosed |
| PRIVILEGE UNDERWRITERS, INC. | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| HUDSON VALLEY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| FOURLEAF FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| BANKERS HEALTHCARE GROUP | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| STANDARD CHARTERED BANK | Insurance / Financial Services | Self-funded | 1.1K | 2025 | Disclosed |
| MIZUHO SECURITIES USA LLC | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| GOLUB CAPITAL LLC | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| CONTINENTAL HEALTH PLAN | Insurance / Financial Services | Self-funded | 1K | 2024 | Disclosed |
| ESL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 997 | 2025 | Disclosed |
| TOMPKINS FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 975 | 2024 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.