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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 |
|---|---|---|---|---|---|
| GREENHILL AND CO., INC. | Insurance / Financial Services | Self-funded | 208 | 2023 | Disclosed |
| THE BANK OF GREENE COUNTY | Insurance / Financial Services | Self-funded | 207 | 2024 | Disclosed |
| MORNINGSIDE ELITE MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 206 | 2021 | Disclosed |
| MARSHALL WACE NORTH AMERICA LP | Insurance / Financial Services | Fully insured | 205 | 2025 | Disclosed |
| MERIDIAN CAPITAL GROUP, LLC | Insurance / Financial Services | Self-funded | 205 | 2024 | Disclosed |
| SIDNEY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 204 | 2024 | Disclosed |
| PONCE BANK | Insurance / Financial Services | Self-funded | 204 | 2025 | Disclosed |
| EQT PARTNERS, INC. | Insurance / Financial Services | Self-funded | 203 | 2024 | Disclosed |
| SUFFOLK FEDERAL DBA SUFFOLK CREDIT UNION | Insurance / Financial Services | Self-funded | 202 | 2025 | Disclosed |
| KING STREET CAPITAL MANAGEMENT,L.P. | Insurance / Financial Services | Fully insured | 202 | 2025 | Disclosed |
| ADIRONDACK BANK | Insurance / Financial Services | Self-funded | 202 | 2025 | Disclosed |
| PROFESSIONAL GROUP PLANS | Insurance / Financial Services | Self-funded | 198 | 2025 | Disclosed |
| HEALTHCARE RISK ADVISORS, INC. | Insurance / Financial Services | Self-funded | 194 | 2022 | Disclosed |
| RHI SERVICES CO., INC. | Insurance / Financial Services | Self-funded | 194 | 2024 | Disclosed |
| COUNTRY-WIDE INSURANCE CO. INC. | Insurance / Financial Services | Fully insured | 192 | 2025 | Disclosed |
| SAMUEL A. RAMIREZ & CO., INC. | Insurance / Financial Services | Self-funded | 191 | 2025 | Disclosed |
| COATUE MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 191 | 2025 | Disclosed |
| BBR PARTNERS, LLC | Insurance / Financial Services | Self-funded | 191 | 2025 | Disclosed |
| LLOYDS BANK PLC | Insurance / Financial Services | Self-funded | 190 | 2025 | Disclosed |
| CIFC ASSET MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 190 | 2025 | Disclosed |
| SELECT EQUITY GROUP L.P. | Insurance / Financial Services | Self-funded | 190 | 2024 | Disclosed |
| OMERS STRATEGIC INVESTMENTS USA, INC. | Insurance / Financial Services | Fully insured | 189 | 2025 | Disclosed |
| HAYLOR FREYER & COON, INC. | Insurance / Financial Services | Self-funded | 188 | 2021 | Disclosed |
| APG ASSET MANAGEMENT US, INC. | Insurance / Financial Services | Self-funded | 187 | 2024 | Disclosed |
| AMIDA CARE, INC. | Insurance / Financial Services | Self-funded | 187 | 2024 | Disclosed |
| R&T DEPOSIT NETWORKS, LLC | Insurance / Financial Services | Self-funded | 187 | 2025 | Disclosed |
| ZIFF BROTHERS INVESTMENTS, LLC | Insurance / Financial Services | Self-funded | 181 | 2024 | Disclosed |
| KRISH ACTUARIAL, INCORPORATED | Insurance / Financial Services | Self-funded | 181 | 2025 | Disclosed |
| RELIANT COMMUNITY FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 177 | 2025 | Disclosed |
| MASPETH FEDERAL SAVINGS & LOAN ASSOCIATION | Insurance / Financial Services | Self-funded | 175 | 2025 | Disclosed |
| NYM SERVICES LLC D/B/A SOLA | Insurance / Financial Services | Self-funded | 175 | 2024 | Disclosed |
| SOROS FUND MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 174 | 2025 | Disclosed |
| DAVID LERNER ASSOCIATES INC | Insurance / Financial Services | Self-funded | 173 | 2025 | Disclosed |
| PCSB BANK | Insurance / Financial Services | Fully insured | 173 | 2022 | Disclosed |
| NATIONWIDE MORTGAGE BANKERS, INC. | Insurance / Financial Services | Self-funded | 173 | 2024 | Disclosed |
| MSD CAPITAL L.P. | Insurance / Financial Services | Self-funded | 173 | 2023 | Disclosed |
| PAXOS TECHNOLOGY SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 172 | 2025 | Disclosed |
| MONROE PLAN FOR MEDICAL CARE INC | Insurance / Financial Services | Self-funded | 171 | 2025 | Disclosed |
| CAPSTONE INVESTMENT ADVISORS, LLC | Insurance / Financial Services | Self-funded | 170 | 2025 | Disclosed |
| AEA INVESTORS LP | Insurance / Financial Services | Self-funded | 170 | 2025 | Disclosed |
| STATE BANK OF INDIA | Insurance / Financial Services | Fully insured | 169 | 2025 | Disclosed |
| PRIMMA, LLC | Insurance / Financial Services | Self-funded | 169 | 2025 | Disclosed |
| MEDALLION FINANCIAL CORP | Insurance / Financial Services | Self-funded | 168 | 2024 | Disclosed |
| TEAMSTERS LOCAL 445 WELFARE FUND | Insurance / Financial Services | Self-funded | 168 | 2024 | Disclosed |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Insurance / Financial Services | Fully insured | 167 | 2025 | Disclosed |
| LOCAL UNION 106 IBEW | Insurance / Financial Services | Self-funded | 167 | 2024 | Disclosed |
| ALMA BANK | Insurance / Financial Services | Self-funded | 167 | 2025 | Disclosed |
| WAFRA, INC. | Insurance / Financial Services | Self-funded | 166 | 2024 | Disclosed |
| MACKAY SHIELDS LLC | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
| FRED ALGER & COMPANY, LLC | Insurance / Financial Services | Self-funded | 162 | 2025 | Disclosed |
| GENESEE REGIONAL BANK | Insurance / Financial Services | Fully insured | 162 | 2024 | Disclosed |
| IEX GROUP, INC. | Insurance / Financial Services | Fully insured | 162 | 2025 | Disclosed |
| CERTAINTY OF UNCERTAINTY, LLC | Insurance / Financial Services | Self-funded | 162 | 2025 | Disclosed |
| AMERICAN GLOBAL LLC | Insurance / Financial Services | Self-funded | 161 | 2024 | Disclosed |
| THE RAINE GROUP LLC | Insurance / Financial Services | Self-funded | 161 | 2024 | Disclosed |
| COLUMBIAN MUTUAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 160 | 2025 | Disclosed |
| HABIB AMERICAN BANK | Insurance / Financial Services | Fully insured | 159 | 2024 | Disclosed |
| NETWORK ADJUSTERS, INC. | Insurance / Financial Services | Self-funded | 157 | 2024 | Disclosed |
| RHINEBECK BANK | Insurance / Financial Services | Self-funded | 157 | 2025 | Disclosed |
| AMERICAN SECURITIES LLC | Insurance / Financial Services | Self-funded | 157 | 2024 | Disclosed |
| TRADEZERO USA INC | Insurance / Financial Services | Fully insured | 157 | 2025 | Disclosed |
| HTX SERVICE, INC. | Insurance / Financial Services | Self-funded | 156 | 2024 | Disclosed |
| VERITAS CAPITAL FUND MANAGEMENT | Insurance / Financial Services | Fully insured | 155 | 2024 | Disclosed |
| DNB BANK ASA | Insurance / Financial Services | Self-funded | 155 | 2025 | Disclosed |
| INVESTCORP INTERNATIONAL, INC. | Insurance / Financial Services | Self-funded | 154 | 2024 | Disclosed |
| HEREFORD INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 153 | 2024 | Disclosed |
| QUORUM FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| HOMESTEAD FUNDING CORP | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| QUONTIC BANK | Insurance / Financial Services | Self-funded | 153 | 2024 | Disclosed |
| SNOWDEN CAPITAL ADVISORS LLC | Insurance / Financial Services | Fully insured | 153 | 2024 | Disclosed |
| NORTHERN CREDIT UNION | Insurance / Financial Services | Self-funded | 152 | 2025 | Disclosed |
| GRASSHOPPER BANK | Insurance / Financial Services | Self-funded | 151 | 2025 | Disclosed |
| GREENHILL AND CO., INC. | Insurance / Financial Services | Self-funded | 150 | 2021 | Disclosed |
| FORA FINANCIAL, LLC | Insurance / Financial Services | Self-funded | 150 | 2025 | Disclosed |
| GLOBAL X MANAGEMENT COMPANY LLC | Insurance / Financial Services | Self-funded | 148 | 2024 | Disclosed |
| CORNERSTONE COMMUNITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 147 | 2024 | Disclosed |
| SHENKMAN CAPITAL MANAGEMENT, INC | Insurance / Financial Services | Self-funded | 146 | 2025 | Disclosed |
| MARINER INVESTMENT GROUP, LLC | Insurance / Financial Services | Self-funded | 146 | 2025 | Disclosed |
| MAXIM GROUP INSURANCE PLAN | Insurance / Financial Services | Self-funded | 145 | 2025 | Disclosed |
| TIGER GLOBAL MANAGEMENT LLC | Insurance / Financial Services | Self-funded | 145 | 2024 | Disclosed |
| DEVELOPMENT CORPORATION FOR ISRAEL | Insurance / Financial Services | Self-funded | 145 | 2025 | Disclosed |
| FIRST NATIONAL BANK OF SCOTIA | Insurance / Financial Services | Self-funded | 145 | 2025 | Disclosed |
| MARATHON ASSET MANAGEMENT | Insurance / Financial Services | Fully insured | 144 | 2024 | Disclosed |
| FIRST HERITAGE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 144 | 2025 | Disclosed |
| AMERICAN PARA PROFESSIONAL SYSTEMS, INC. | Insurance / Financial Services | Fully insured | 143 | 2024 | Disclosed |
| PZENA INVESTMENT MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 143 | 2024 | Disclosed |
| THIRD POINT LLC | Insurance / Financial Services | Self-funded | 142 | 2024 | Disclosed |
| UPSTATE UNION HEALTH AND WELFARE FUND | Insurance / Financial Services | Self-funded | 142 | 2024 | Disclosed |
| CONTINENTAL STOCK TRANSFER & TRUST CO. | Insurance / Financial Services | Fully insured | 141 | 2024 | Disclosed |
| NEEDHAM & COMPANY LLC | Insurance / Financial Services | Fully insured | 141 | 2025 | Disclosed |
| AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND | Insurance / Financial Services | Self-funded | 141 | 2024 | Disclosed |
| ANCHORAGE CAPITAL ADVISORS, L.P. | Insurance / Financial Services | Fully insured | 140 | 2024 | Disclosed |
| WATERFALL ASSET MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 139 | 2025 | Disclosed |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | Insurance / Financial Services | Fully insured | 137 | 2024 | Disclosed |
| COMMONWEALTH BANK OF AUSTRALIA | Insurance / Financial Services | Self-funded | 136 | 2024 | Disclosed |
| BALLSTON SPA NATIONAL BANK | Insurance / Financial Services | Self-funded | 136 | 2025 | Disclosed |
| LEVEL INC. | Insurance / Financial Services | Self-funded | 136 | 2023 | Disclosed |
| HERITAGE FINANCIAL CREDIT UNION | Insurance / Financial Services | Fully insured | 135 | 2025 | Disclosed |
| NATIONAL BANK OF CANADA | Insurance / Financial Services | Self-funded | 134 | 2025 | Disclosed |
| AVENUE CAPITAL MANAGEMENT II, LP | Insurance / Financial Services | Self-funded | 134 | 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.