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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 |
|---|---|---|---|---|---|
| DISTINGUISHED GROUP LLC | Insurance / Financial Services | Self-funded | 370 | 2024 | Disclosed |
| GALAXY DIGITAL SERVICES LLC | Insurance / Financial Services | Self-funded | 369 | 2024 | Disclosed |
| COHEN & STEERS CAPITAL MANAGEMENT, INC. | Insurance / Financial Services | Self-funded | 366 | 2025 | Disclosed |
| ARROW FINANCIAL CORPORATION, INC | Insurance / Financial Services | Self-funded | 365 | 2025 | Disclosed |
| MAREX NORTH AMERICA LLC | Insurance / Financial Services | Self-funded | 363 | 2022 | Disclosed |
| SCHRODER US HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 356 | 2024 | Disclosed |
| GREATER NEW YORK MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 346 | 2025 | Disclosed |
| STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. | Insurance / Financial Services | Self-funded | 345 | 2025 | Disclosed |
| CHEMUNG CANAL TRUST COMPANY | Insurance / Financial Services | Self-funded | 345 | 2025 | Disclosed |
| BREVAN HOWARD US INVESTMENT MANAGEMENT LP | Insurance / Financial Services | Self-funded | 344 | 2024 | Disclosed |
| JOVIA FINANCIAL CREDIT UNION | Insurance / Financial Services | Self-funded | 343 | 2025 | Disclosed |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | Insurance / Financial Services | Self-funded | 338 | 2024 | Disclosed |
| STRATEGIC FINANCIAL SOLUTIONS DBA STRATEGIC CS, LLC | Insurance / Financial Services | Self-funded | 334 | 2021 | Disclosed |
| AMALGAMATED LIFE INSURANCE CO. INC. | Insurance / Financial Services | Fully insured | 333 | 2024 | Disclosed |
| PETRA FUNDS GROUP LLC | Insurance / Financial Services | Fully insured | 318 | 2025 | Disclosed |
| MERCHANTS MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 312 | 2025 | Disclosed |
| VAN ECK ASSOCIATES CORPORATION | Insurance / Financial Services | Self-funded | 311 | 2025 | Disclosed |
| SHINHAN BANK AMERICA, INC. | Insurance / Financial Services | Fully insured | 310 | 2024 | Disclosed |
| RELIANCE FIRST CAPITAL, LLC | Insurance / Financial Services | Self-funded | 308 | 2025 | Disclosed |
| RENAISSANCE TECHNOLOGIES LLC | Insurance / Financial Services | Self-funded | 306 | 2024 | Disclosed |
| ATLAS SP PARTNERS, L.P. | Insurance / Financial Services | Self-funded | 306 | 2024 | Disclosed |
| CLS BANK INTERNATIONAL | Insurance / Financial Services | Self-funded | 303 | 2025 | Disclosed |
| DAIWA CAPITAL MARKETS AMERICA, INC. | Insurance / Financial Services | Self-funded | 303 | 2025 | Disclosed |
| SECURITY MUTUAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 303 | 2024 | Disclosed |
| BOARD OF TTEES OF THE LOCAL UNION NO. 60 SUPPLEMENTAL BENEFIT PLAN | Insurance / Financial Services | Self-funded | 303 | 2024 | Disclosed |
| SCULPTOR CAPITAL | Insurance / Financial Services | Self-funded | 301 | 2025 | Disclosed |
| COBB B LLC | Insurance / Financial Services | Self-funded | 301 | 2025 | Disclosed |
| COBB B LLC DBA LAMB FINANCIAL SERVICES | Insurance / Financial Services | Self-funded | 301 | 2025 | Disclosed |
| SQUAREPOINT SERVICES US LLC | Insurance / Financial Services | Fully insured | 300 | 2025 | Disclosed |
| THE FIRST NATIONAL BANK OF LONG ISLAND | Insurance / Financial Services | Self-funded | 299 | 2023 | Disclosed |
| GLENCORE LTD. | Insurance / Financial Services | Fully insured | 295 | 2025 | Disclosed |
| ULSTER SAVINGS BANK | Insurance / Financial Services | Self-funded | 294 | 2024 | Disclosed |
| CLARION PARTNERS, LLC | Insurance / Financial Services | Fully insured | 293 | 2025 | Disclosed |
| CENTRAL NEW YORK LABORERS' HEALTH & WELFARE FUND BOARD OF TRUSTEES | Insurance / Financial Services | Self-funded | 293 | 2024 | Disclosed |
| OAK HILL ADVISORS, L.P. | Insurance / Financial Services | Self-funded | 292 | 2022 | Disclosed |
| AG US GROUP SERVICES INC. | Insurance / Financial Services | Self-funded | 292 | 2025 | Disclosed |
| IBEW 325 JOINT TRUST FUND | Insurance / Financial Services | Self-funded | 289 | 2024 | Disclosed |
| CORNING FEDERAL CREDIT UNION PLAN 516 | Insurance / Financial Services | Self-funded | 289 | 2025 | Disclosed |
| PENTEGRA RETIREMENT SERVICES | Insurance / Financial Services | Self-funded | 284 | 2025 | Disclosed |
| THIRD BRIDGE | Insurance / Financial Services | Fully insured | 282 | 2025 | Disclosed |
| WOORI AMERICA BANK | Insurance / Financial Services | Fully insured | 281 | 2024 | Disclosed |
| ACADEMY SECURITIES, INC. | Insurance / Financial Services | Fully insured | 280 | 2025 | Disclosed |
| BERNSTEIN INSTITUTIONAL SERVICES, LLC. | Insurance / Financial Services | Self-funded | 280 | 2025 | Disclosed |
| INTERAUDI BANK | Insurance / Financial Services | Fully insured | 279 | 2025 | Disclosed |
| USALLIANCE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 279 | 2025 | Disclosed |
| UNITED PLANT & PRODUCTION WORK WORKERS L175 WELFARE FUND | Insurance / Financial Services | Self-funded | 276 | 2024 | Disclosed |
| BTG PACTUAL ASSET MANAGEMENT (US) LLC | Insurance / Financial Services | Self-funded | 276 | 2022 | Disclosed |
| GOLDENTREE ASSET MANAGEMENT LP | Insurance / Financial Services | Fully insured | 275 | 2025 | Disclosed |
| PIONEER BANK | Insurance / Financial Services | Self-funded | 274 | 2024 | Disclosed |
| MID-HUDSON VALLEY FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 272 | 2025 | Disclosed |
| LIFESCI ADVISORS, LLC | Insurance / Financial Services | Self-funded | 272 | 2024 | Disclosed |
| NEW MOUNTAIN CAPITAL, LLC | Insurance / Financial Services | Self-funded | 270 | 2025 | Disclosed |
| EVANS BANK, N.A. | Insurance / Financial Services | Fully insured | 269 | 2025 | Disclosed |
| THE PAY-O-MATIC CORP. | Insurance / Financial Services | Fully insured | 268 | 2025 | Disclosed |
| ITAU UNIBANCO S. A. NEW YORK BRANCH | Insurance / Financial Services | Self-funded | 264 | 2021 | Disclosed |
| FETCH, INC. | Insurance / Financial Services | Self-funded | 259 | 2025 | Disclosed |
| COMMERZBANK AG NEW YORK BRANCH | Insurance / Financial Services | Self-funded | 258 | 2024 | Disclosed |
| ADVOCATE, INC. | Insurance / Financial Services | Self-funded | 258 | 2025 | Disclosed |
| WEBULL FINANCIAL LLC | Insurance / Financial Services | Self-funded | 255 | 2025 | Disclosed |
| THE SUMMIT FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 253 | 2025 | Disclosed |
| SUNMARK CREDIT UNION | Insurance / Financial Services | Self-funded | 252 | 2025 | Disclosed |
| CENTERBRIDGE PARTNERS, L.P. | Insurance / Financial Services | Self-funded | 250 | 2024 | Disclosed |
| TRILLIUM MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 248 | 2024 | Disclosed |
| PINEBRIDGE INVESTMENTS HOLDINGS US LLC | Insurance / Financial Services | Self-funded | 245 | 2025 | Disclosed |
| CENTIVO CORPORATION | Insurance / Financial Services | Self-funded | 245 | 2025 | Disclosed |
| CLAYTON, DUBILIER & RICE HOLDINGS, LP | Insurance / Financial Services | Self-funded | 244 | 2025 | Disclosed |
| BANK HAPOALIM B.M. | Insurance / Financial Services | Self-funded | 243 | 2025 | Disclosed |
| INTESA SANPAOLO S.P.A. | Insurance / Financial Services | Fully insured | 243 | 2025 | Disclosed |
| PREFERRED MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 242 | 2025 | Disclosed |
| TRENTON TECHNOLOGY, INC. | Insurance / Financial Services | Self-funded | 242 | 2024 | Disclosed |
| PDT PARTNERS, LLC | Insurance / Financial Services | Self-funded | 241 | 2024 | Disclosed |
| ALTI GLOBAL HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 241 | 2025 | Disclosed |
| ONDECK CAPITAL, INC. | Insurance / Financial Services | Self-funded | 238 | 2021 | Disclosed |
| FIRST SOURCE FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 237 | 2024 | Disclosed |
| STERLING & STERLING LLC DBA STERLINGRISK | Insurance / Financial Services | Self-funded | 235 | 2025 | Disclosed |
| WISDOMTREE, INC. | Insurance / Financial Services | Self-funded | 235 | 2025 | Disclosed |
| SHELTERPOINT LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 234 | 2024 | Disclosed |
| MANNING & NAPIER ADVISORS, LLC | Insurance / Financial Services | Fully insured | 234 | 2025 | Disclosed |
| FIVE RINGS LLC | Insurance / Financial Services | Self-funded | 233 | 2025 | Disclosed |
| MITSUBISHI UFJ TRUST AND BANKING CORPORATION | Insurance / Financial Services | Self-funded | 230 | 2024 | Disclosed |
| BEGINNINGS CREDIT UNION BENEFIT PLAN | Insurance / Financial Services | Self-funded | 229 | 2025 | Disclosed |
| AMHERST PIERPONT SECURITIES LLC | Insurance / Financial Services | Self-funded | 228 | 2022 | Disclosed |
| UNION MUTUAL MEDICAL FUND | Insurance / Financial Services | Self-funded | 227 | 2024 | Disclosed |
| ORANGE BANK AND TRUST COMPANY | Insurance / Financial Services | Self-funded | 224 | 2024 | Disclosed |
| ANCHORAGE CAPITAL GROUP, LLC | Insurance / Financial Services | Fully insured | 224 | 2022 | Disclosed |
| DEERFIELD MANAGEMENT COMPANY, L.P. SERIES C | Insurance / Financial Services | Self-funded | 221 | 2025 | Disclosed |
| ALLEN OPERATIONS LLC | Insurance / Financial Services | Self-funded | 221 | 2025 | Disclosed |
| MONEYLION, INC. | Insurance / Financial Services | Self-funded | 218 | 2025 | Disclosed |
| LANCER FINANCIAL GROUP, INC. | Insurance / Financial Services | Self-funded | 217 | 2022 | Disclosed |
| GAMCO INVESTORS, INC. | Insurance / Financial Services | Fully insured | 216 | 2024 | Disclosed |
| SEAPORT GLOBAL HOLDINGS, LLC | Insurance / Financial Services | Self-funded | 214 | 2025 | Disclosed |
| SILVER LAKE TECHNOLOGY MANAGEMENT, L.L.C. | Insurance / Financial Services | Self-funded | 213 | 2025 | Disclosed |
| THE ADIRONDACK TRUST COMPANY | Insurance / Financial Services | Fully insured | 212 | 2025 | Disclosed |
| ENGINEERS GATE MANAGER LP | Insurance / Financial Services | Self-funded | 212 | 2025 | Disclosed |
| BARON CAPITAL INC. | Insurance / Financial Services | Fully insured | 211 | 2025 | Disclosed |
| ANNALY CAPITAL MANAGEMENT, INC. | Insurance / Financial Services | Self-funded | 211 | 2025 | Disclosed |
| RENRE NORTH AMERICA EMPLOYEE SERVICES INC. AND AFFILIATES | Insurance / Financial Services | Self-funded | 210 | 2025 | Disclosed |
| THE COMMUNITY PRESERVATION CORPORATION | Insurance / Financial Services | Self-funded | 209 | 2024 | Disclosed |
| MIZUHO AMERICAS SERVICES LLC | Insurance / Financial Services | Fully insured | 209 | 2025 | Disclosed |
| SOLVAY BANK | Insurance / Financial Services | Self-funded | 208 | 2025 | 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.