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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 |
|---|---|---|---|---|---|
| AMBAC FINANCIAL GROUP, INC. | Insurance / Financial Services | Fully insured | 133 | 2024 | Disclosed |
| TIEDEMANN WEALTH MANAGEMENT HOLDING, LLC | Insurance / Financial Services | Self-funded | 133 | 2022 | Disclosed |
| SERVU FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 131 | 2025 | Disclosed |
| PATHFINDER BANK | Insurance / Financial Services | Self-funded | 130 | 2025 | Disclosed |
| APAX PARTNERS US, LLC | Insurance / Financial Services | Self-funded | 130 | 2025 | Disclosed |
| TRAXYS NORTH AMERICA LLC | Insurance / Financial Services | Self-funded | 130 | 2025 | Disclosed |
| TECHSTARS CENTRAL, LLC | Insurance / Financial Services | Self-funded | 130 | 2025 | Disclosed |
| OTC MARKETS GROUP INC. | Insurance / Financial Services | Self-funded | 130 | 2024 | Disclosed |
| IUJAT LOCAL 175 BENEFIT FUND | Insurance / Financial Services | Fully insured | 129 | 2024 | Disclosed |
| LEE & MASON FINANCIAL SERVICES, INC. | Insurance / Financial Services | Fully insured | 128 | 2025 | Disclosed |
| TEG FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| CHECKALT-ERAS, LLC | Insurance / Financial Services | Self-funded | 127 | 2024 | Disclosed |
| PREMIUM MORTGAGE CORPORATION | Insurance / Financial Services | Fully insured | 126 | 2025 | Disclosed |
| CRISIL IREVNA US LLC | Insurance / Financial Services | Fully insured | 125 | 2025 | Disclosed |
| THE LYONS NATIONAL BANK | Insurance / Financial Services | Self-funded | 124 | 2025 | Disclosed |
| UNICREDIT BANK GMBH, NEW YORK BRANCH | Insurance / Financial Services | Self-funded | 123 | 2025 | Disclosed |
| WALDEN SAVINGS BANK | Insurance / Financial Services | Fully insured | 123 | 2025 | Disclosed |
| STASH FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 122 | 2025 | Disclosed |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | Insurance / Financial Services | Self-funded | 120 | 2022 | Disclosed |
| LEXINGTON PARTNERS L.P. | Insurance / Financial Services | Fully insured | 118 | 2024 | Disclosed |
| INDEPENDENCE CARE SYSTEM, INC | Insurance / Financial Services | Self-funded | 116 | 2024 | Disclosed |
| SIGULER GUFF & COMPANY LP | Insurance / Financial Services | Self-funded | 116 | 2025 | Disclosed |
| LAKE SHORE SAVINGS BANK | Insurance / Financial Services | Fully insured | 116 | 2024 | Disclosed |
| ALPHADYNE ASSET MANAGEMENT | Insurance / Financial Services | Self-funded | 115 | 2024 | Disclosed |
| EMERY & WEBB, INC. | Insurance / Financial Services | Fully insured | 114 | 2024 | Disclosed |
| FNY CAPITAL MANAGEMENT LP | Insurance / Financial Services | Self-funded | 113 | 2025 | Disclosed |
| LANDESBANK HESSEN-THURINGEN GIROZENTRALE | Insurance / Financial Services | Fully insured | 111 | 2025 | Disclosed |
| TJC, L.P | Insurance / Financial Services | Self-funded | 111 | 2025 | Disclosed |
| CREDIT INDUSTRIEL ET COMMERCIAL | Insurance / Financial Services | Fully insured | 108 | 2024 | Disclosed |
| BRIGADE CAPITAL MANAGEMENT, LP | Insurance / Financial Services | Fully insured | 106 | 2025 | Disclosed |
| YIELDSTREET INC. | Insurance / Financial Services | Self-funded | 105 | 2024 | Disclosed |
| EURASIA GROUP, LTD | Insurance / Financial Services | Fully insured | 105 | 2025 | Disclosed |
| PERMIRA ADVISERS, LLC | Insurance / Financial Services | Fully insured | 100 | 2023 | Disclosed |
| ATTUNE INSURANCE SERVICES LLC | Insurance / Financial Services | Self-funded | 100 | 2025 | Disclosed |
| FIERA CAPITAL | Insurance / Financial Services | Self-funded | 99 | 2025 | Disclosed |
| MADELAINE/LOCAL 1222 WELFARE FUND | Insurance / Financial Services | Self-funded | 96 | 2024 | Disclosed |
| STRATOS GLOBAL SERVICES, LLC | Insurance / Financial Services | Self-funded | 95 | 2023 | Disclosed |
| MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD | Insurance / Financial Services | Fully insured | 94 | 2024 | Disclosed |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Fully insured | 93 | 2025 | Disclosed |
| NORDEA BANK ABP, NEW YORK BRANCH | Insurance / Financial Services | Fully insured | 91 | 2024 | Disclosed |
| ISLAND FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 89 | 2025 | Disclosed |
| SCOPE EDUCATION SERVICES | Insurance / Financial Services | Fully insured | 86 | 2024 | Disclosed |
| MASTERWORKS, LLC | Insurance / Financial Services | Self-funded | 86 | 2025 | Disclosed |
| FORTISTAR CAPITAL INC | Insurance / Financial Services | Fully insured | 85 | 2021 | Disclosed |
| CREDIT UNION CENTER MANAGEMENT, INC. | Insurance / Financial Services | Fully insured | 85 | 2022 | Disclosed |
| GILDER GAGNON HOWE & CO. LLC | Insurance / Financial Services | Self-funded | 82 | 2023 | Disclosed |
| NEW YORK COMPENSATION INSURANCE RATING BOARD | Insurance / Financial Services | Fully insured | 81 | 2025 | Disclosed |
| ALLIANZ GLOBAL INVESTORS U.S. HOLDINGS LLC | Insurance / Financial Services | Self-funded | 79 | 2023 | Disclosed |
| CROWDSTREET INC | Insurance / Financial Services | Self-funded | 79 | 2025 | Disclosed |
| WILLOW WEALTH | Insurance / Financial Services | Self-funded | 79 | 2025 | Disclosed |
| DRA ADVISORS, LLC | Insurance / Financial Services | Fully insured | 77 | 2021 | Disclosed |
| KELI NETWORK, INC. | Insurance / Financial Services | Self-funded | 74 | 2023 | Disclosed |
| NATIONAL AUSTRALIA BANK | Insurance / Financial Services | Self-funded | 73 | 2024 | Disclosed |
| YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P. | Insurance / Financial Services | Self-funded | 68 | 2021 | Disclosed |
| FULTON SAVINGS BANK | Insurance / Financial Services | Self-funded | 62 | 2021 | Disclosed |
| CONTINENTAL GRAIN COMPANY | Insurance / Financial Services | Self-funded | 59 | 2025 | Disclosed |
| QUADRO PARTNERS INC. | Insurance / Financial Services | Self-funded | 56 | 2023 | Disclosed |
| CREDIT SUISSE SECURITIES USA LLC | Insurance / Financial Services | Self-funded | 50 | 2024 | Disclosed |
| EMPLOYEE BENEFITS PLUS, INC. | Insurance / Financial Services | Fully insured | 40 | 2025 | Disclosed |
| BOARD OF TRUSTEES OF IBEW | Insurance / Financial Services | Self-funded | 7 | 2024 | Disclosed |
| RIVERSTONE EQUITY PARTNERS, LP | Insurance / Financial Services | Fully insured | — | 2022 | Disclosed |
| DIME COMMUNITY BANK | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| AFFINITY HEALTH PLAN | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| ORTHONET LLC | Insurance / Financial Services | Self-funded | — | 2021 | 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.