Benefits BrokerAtlas

Benefits brokers in Holbrook, NY

9 benefits brokers in Holbrook — 9 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (3)Retirement plans (6)Median plan 200 to 999 participants (8)Fees reported as well as commissions (3)
Featured spots · Holbrook, NY

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American Portfolios Financial Servi4250 Veterans Memorial Hwy · Holbrook, NY 11741 · Retirement plans12 plan filings · $148,079 disclosed · median 217 participantsNamed in Form 5500 filingsMichael P Destefano4250 Veterans Memorial Highway, Suite 1015w · Holbrook, NY 11741 · Health and welfare plans7 plan filings · $589 disclosed · median 279 participantsNamed in Form 5500 filingsMichael Pasqualy Destefano4250 Veterans Memorial Highway, Suite 1015w · Holbrook, NY 11741 · Health and welfare plans7 plan filings · $21,337 disclosed · median 234 participantsNamed in Form 5500 filingsAmerican Portfolios Financial4250 Veterans Memorial Hwy, 4th Floor East · Holbrook, NY 11741 · Retirement plans5 plan filings · $177,898 disclosed · median 321 participantsNamed in Form 5500 filingsMichael Destefano4250 Veterans Memorial Highway, Suite 1015w · Holbrook, NY 11741 · Health and welfare plans4 plan filings · $692 disclosed · median 510 participantsNamed in Form 5500 filingsAmerican Portfolios Financial Svc4250 Veterans Memorial Hwy,ste 420e · Holbrook, NY 11741 · Retirement plans3 plan filings · $24,778 disclosed · median 367 participantsNamed in Form 5500 filingsOsaic Wealth INCProducer Mark a Gajowski, 4250 Veterans, Memorial 4th FL · Holbrook, NY 11741 · Retirement plans3 plan filings · $73,591 disclosed · median 290 participantsNamed in Form 5500 filingsAmerican Portfolios4250 Veterans Memorial Hwy Ste 420e · Holbrook, NY 11741 · Retirement plans2 plan filings · $2,656 disclosed · median 72 participantsNamed in Form 5500 filingsAmerican Portfolios Fin Ser in4250 Veterans Memorial Hwy, Ste 420e · Holbrook, NY 11741 · Retirement plans2 plan filings · $39,775 disclosed · median 334 participantsNamed in Form 5500 filings
Comparing benefits brokers in Holbrook? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.