Benefits BrokerAtlas

Benefits brokers in New York, NY

326 benefits brokers in New York — 326 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 (282)Retirement plans (58)Median plan under 200 participants (62)Median plan 200 to 999 participants (157)Median plan 1,000+ participants (107)Fees reported as well as commissions (198)
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Willis Towers Watson US LLCCommission Lockbox 28852, PO Box 28852 · New York, NY 10087 · Health and welfare plans735 plan filings · $177,947,989 disclosed · median 3,388 participantsNamed in Form 5500 filingsWillis Towers Watson Northeast INC200 Liberty Street · New York, NY 10281 · Health and welfare plans408 plan filings · $20,671,180 disclosed · median 589 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLC1166 Avenue of the Americas, 22nd Floor · New York, NY 10036 · Health and welfare plans368 plan filings · $6,057,924 disclosed · median 1,420 participantsNamed in Form 5500 filingsNfp Corporate Services NY LLC340 Madison Ave, 21st Floor · New York, NY 10173 · Health and welfare plans216 plan filings · $8,690,632 disclosed · median 249 participantsNamed in Form 5500 filingsNfp Corporate Services NY LLC200 Park Ave Rm 3202 · New York, NY 10166 · Health and welfare plans188 plan filings · $4,530,789 disclosed · median 297 participantsNamed in Form 5500 filingsMorgan Stanley Smith Barney LLC1 New York Plz FL 12 · New York, NY 10004 · Retirement plans125 plan filings · $3,569,630 disclosed · median 171 participantsNamed in Form 5500 filingsUsi Insurance Services LLC600 Third Avenue, 3rd Floor · New York, NY 10016 · Health and welfare plans119 plan filings · $4,647,961 disclosed · median 239 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.101 Park Avenue, 12th Floor · New York, NY 10178 · Health and welfare plans117 plan filings · $3,671,390 disclosed · median 284 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center350 Hudson St, 4th FL · New York, NY 10014 · Health and welfare plans115 plan filings · $2,828,591 disclosed · median 411 participantsNamed in Form 5500 filingsAon Consulting INC165 Broadway, Suite 3201 · New York, NY 10006 · Health and welfare plans103 plan filings · $931,477 disclosed · median 2,058 participantsNamed in Form 5500 filings
Morgan Stanley Insurance Services1 New York Plaza, 12th Floor · New York, NY 10004 · Retirement plans103 plan filings · $2,363,534 disclosed · median 164 participantsNamed in Form 5500 filingsOsaic Wealth, INC.200 Liberty Financial Center, 15th Floor · New York, NY 10281 · Retirement plans102 plan filings · $2,402,346 disclosed · median 135 participantsNamed in Form 5500 filingsWillis Towers Watson Northeast INCPO Box 4557 · New York, NY 10249 · Health and welfare plans97 plan filings · $3,695,820 disclosed · median 524 participantsNamed in Form 5500 filingsS B H U Life Agency INC1 New York Plz FL 12 · New York, NY 10004 · Retirement plans96 plan filings · $1,029,833 disclosed · median 164 participantsNamed in Form 5500 filingsLockton Companies, LLC1185 Avenue of the Americas, Suite 2010 · New York, NY 10036 · Health and welfare plans95 plan filings · $3,228,103 disclosed · median 572 participantsNamed in Form 5500 filingsAdvocate, INC.228 Park Avenue South, Pmb 97880 · New York, NY 10003 · Health and welfare plans62 plan filings · $3,936,601 disclosed · median 196 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center1140 Avenue of the Americas, 8th Floor · New York, NY 10036 · Health and welfare plans61 plan filings · $2,109,929 disclosed · median 386 participantsNamed in Form 5500 filingsNylife Securities LLC51 Madison Avenue Room 606 · New York, NY 10010 · Health and welfare plans61 plan filings · $1,268,820 disclosed · median 194 participantsNamed in Form 5500 filingsWillis Towers Watson US200 Liberty St FL 6 · New York, NY 10281 · Health and welfare plans58 plan filings · $3,424,184 disclosed · median 2,686 participantsNamed in Form 5500 filingsAmerican Benefits and Compensation101 Park Ave FL 14 · New York, NY 10178 · Health and welfare plans57 plan filings · $10,426,581 disclosed · median 7,469 participantsNamed in Form 5500 filingsMarsh USA INC.1166 Avenue of the Americas · New York, NY 10036 · Health and welfare plans56 plan filings · $5,933,838 disclosed · median 317 participantsNamed in Form 5500 filingsWillis Towers Watson Northeast INCPO Box 32090 · New York, NY 10087 · Health and welfare plans54 plan filings · $3,273,757 disclosed · median 528 participantsNamed in Form 5500 filingsMercer Health & Benefit LLC1166 Ave of Americas 22f · New York, NY 10036 · Health and welfare plans50 plan filings · $368,591 disclosed · median 1,519 participantsNamed in Form 5500 filingsBrio Benefit Consulting INC30 Broad St, 35th FL · New York, NY 10004 · Health and welfare plans46 plan filings · $2,385,540 disclosed · median 267 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.300 Madison Avenue, 28th Floor · New York, NY 10177 · Health and welfare plans43 plan filings · $1,844,851 disclosed · median 334 participantsNamed in Form 5500 filingsNfp Corporate Services LLC200 Park Ave Rm 3202 · New York, NY 10166 · Health and welfare plans43 plan filings · $987,030 disclosed · median 275 participantsNamed in Form 5500 filingsThe Segal Company (Eastern States)333 West 34th Street · New York, NY 10001 · Health and welfare plans43 plan filings · $2,904,212 disclosed · median 1,105 participantsNamed in Form 5500 filingsMercer Health and Benefits AdminGpo Box 27447 · New York, NY 10087 · Health and welfare plans42 plan filings · $1,175,241 disclosed · median 2,079 participantsNamed in Form 5500 filingsThe Segal Company333 West 34th Street · New York, NY 10001 · Health and welfare plans40 plan filings · $957,997 disclosed · median 1,080 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.300 Madison Avenue, 28th Floor · New York, NY 10017 · Health and welfare plans39 plan filings · $806,208 disclosed · median 249 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.32 Old Slip · New York, NY 10005 · Health and welfare plans38 plan filings · $650,150 disclosed · median 256 participantsNamed in Form 5500 filingsNfp Corporate Services340 Madison Avenue, 21st Floor · New York, NY 10173 · Health and welfare plans38 plan filings · $1,322,309 disclosed · median 463 participantsNamed in Form 5500 filingsAmerican Benefits Consulting LLC101 Park Avenue, 14th Floor · New York, NY 10178 · Health and welfare plans37 plan filings · $3,860,400 disclosed · median 6,841 participantsNamed in Form 5500 filingsMorgan StanleyAdviosry Fee Billing, 1 Fdr Dr FL 12 · New York, NY 10004 · Retirement plans36 plan filings · $290,615 disclosed · median 200 participantsNamed in Form 5500 filingsEmerson Rogers LLCThe Empire State Building · New York, NY 10118 · Health and welfare plans34 plan filings · $157,328 disclosed · median 194 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC1166 Avenue of the Americas · New York, NY 10036 · Health and welfare plans33 plan filings · $767,836 disclosed · median 362 participantsNamed in Form 5500 filingsAmerican Benefits & Comp Systems101 Park Ave 14th Floor · New York, NY 10178 · Health and welfare plans32 plan filings · $5,233,453 disclosed · median 11,384 participantsNamed in Form 5500 filingsMarsh USA INCPO Box 28031 · New York, NY 10087 · Health and welfare plans32 plan filings · $2,525,507 disclosed · median 213 participantsNamed in Form 5500 filingsMma Securities LLCPO Box 9497 · New York, NY 10087 · Health and welfare plans32 plan filings · $632,337 disclosed · median 337 participantsNamed in Form 5500 filingsPark Avenue Securities10 Hudson Yards · New York, NY 10001 · Health and welfare plans30 plan filings · $343,091 disclosed · median 193 participantsNamed in Form 5500 filingsSbhu Life Agency INC1 New York Plz FL 12 · New York, NY 10004 · Retirement plans30 plan filings · $403,121 disclosed · median 155 participantsNamed in Form 5500 filingsAlera Group INC30 Broad St, 35th FL · New York, NY 10004 · Health and welfare plans29 plan filings · $602,898 disclosed · median 238 participantsNamed in Form 5500 filingsBennie Insurance, LLC200 Broadway, 3rd Floor · New York, NY 10038 · Health and welfare plans29 plan filings · $917,291 disclosed · median 190 participantsNamed in Form 5500 filingsAlliant Insurance Services, INC.320 West 57th Street · New York, NY 10019 · Health and welfare plans28 plan filings · $2,327,083 disclosed · median 262 participantsNamed in Form 5500 filingsAlliant Insurance Services INC101 Park Avenue, 12th Floor · New York, NY 10016 · Health and welfare plans26 plan filings · $676,835 disclosed · median 674 participantsNamed in Form 5500 filingsWillis Towers Watson200 Liberty Street · New York, NY 10281 · Health and welfare plans26 plan filings · $626,438 disclosed · median 3,921 participantsNamed in Form 5500 filingsWillis Towers WatsonPO Box 28852 · New York, NY 10087 · Health and welfare plans24 plan filings · $2,683,644 disclosed · median 2,495 participantsNamed in Form 5500 filingsAon Risk Services Northeast INC165 Broadway Ste 3201, One Liberty Plaza · New York, NY 10006 · Health and welfare plans23 plan filings · $423,716 disclosed · median 1,886 participantsNamed in Form 5500 filingsNava Benefits228 Park Avenue South, Pmb 97880 · New York, NY 10003 · Health and welfare plans23 plan filings · $704,139 disclosed · median 181 participantsNamed in Form 5500 filingsSoteria Partners, LLC550 West 29th Street, Apartment 3a · New York, NY 10001 · Health and welfare plans23 plan filings · $92,410 disclosed · median 236 participantsNamed in Form 5500 filingsMcO Partners LLC315 West 39th Street, Suite 303 · New York, NY 10018 · Health and welfare plans22 plan filings · $85,015 disclosed · median 241 participantsNamed in Form 5500 filingsTowers Watson Delaware INCP.o. Box 28852 · New York, NY 10087 · Health and welfare plans22 plan filings · $288,262 disclosed · median 3,258 participantsNamed in Form 5500 filingsMichael a Book90 Park Ave FL 17 · New York, NY 10016 · Health and welfare plans21 plan filings · $411,858 disclosed · median 415 participantsNamed in Form 5500 filingsPatrick C Hardie14 Wall Street, Suite 8c · New York, NY 10005 · Health and welfare plans21 plan filings · $29,740 disclosed · median 322 participantsNamed in Form 5500 filingsRsc Insurance Brokerage INC750 Third Avenue, Suite 1500 · New York, NY 10017 · Health and welfare plans21 plan filings · $664,871 disclosed · median 184 participantsNamed in Form 5500 filingsAon Consulting199 Water Street · New York, NY 10038 · Health and welfare plans17 plan filings · $701,980 disclosed · median 4,295 participantsNamed in Form 5500 filingsMercer Health and Benefits, LLCGpo Box 27447 · New York, NY 10087 · Health and welfare plans17 plan filings · $414,224 disclosed · median 1,240 participantsNamed in Form 5500 filingsAmerican Benefits & Comp. Sys. INC.101 Park Ave FL 14 · New York, NY 10178 · Health and welfare plans16 plan filings · $1,972,488 disclosed · median 7,989 participantsNamed in Form 5500 filingsEconomic Group Pension Services207 West 25th Street, 9th Floor · New York, NY 10001 · Retirement plans16 plan filings · $120,857 disclosed · median 207 participantsNamed in Form 5500 filingsHilb, Rogal, & Hobbs, LLC100 Park Avenue, 14th Floor · New York, NY 10017 · Health and welfare plans16 plan filings · $24,278 disclosed · median 2,654 participantsNamed in Form 5500 filingsJennifer E Lubelsky80 John St, Apt 11c · New York, NY 10038 · Health and welfare plans16 plan filings · $13,070 disclosed · median 342 participantsNamed in Form 5500 filingsAonOne Liberty Plaza, 165 Broadway, Suite 3201 · New York, NY 10006 · Health and welfare plans14 plan filings · $145,357 disclosed · median 5,404 participantsNamed in Form 5500 filingsCambridge Life Brokerage LLC875 Avenue of the Americas, Suite 801 · New York, NY 10001 · Health and welfare plans14 plan filings · $594,569 disclosed · median 224 participantsNamed in Form 5500 filingsCorporate Synergies Group LLC1212 Avenue of the Americas · New York, NY 10036 · Health and welfare plans14 plan filings · $157,499 disclosed · median 292 participantsNamed in Form 5500 filingsGary Wood Associates, INC.1180 Avenue of the Americas, 8th FL · New York, NY 10036 · Health and welfare plans14 plan filings · $848,116 disclosed · median 276 participantsNamed in Form 5500 filingsNew York City320 Park Avenue, 9th Floor · New York, NY 10022 · Retirement plans14 plan filings · $33,789 disclosed · median 202 participantsNamed in Form 5500 filingsNY Life Securities LLC51 Madison Avenue Room 251 · New York, NY 10010 · Health and welfare plans14 plan filings · $154,324 disclosed · median 246 participantsNamed in Form 5500 filingsWillis of New York INCPO Box 4557 · New York, NY 10249 · Health and welfare plans14 plan filings · $529,053 disclosed · median 453 participantsNamed in Form 5500 filingsWillis of New York, INC.200 Liberty Street · New York, NY 10281 · Health and welfare plans14 plan filings · $119,296 disclosed · median 703 participantsNamed in Form 5500 filingsNew York City Regional Office320 Park Avenue, 9th Floor · New York, NY 10022 · Retirement plans13 plan filings · $24,751 disclosed · median 327 participantsNamed in Form 5500 filingsOppenheimer Life Agency LTD85 Broad St 4th FL · New York, NY 10004 · Retirement plans13 plan filings · $314,235 disclosed · median 153 participantsNamed in Form 5500 filingsPark Avenue Securities LLC7 Hanover Square, 4th Floor · New York, NY 10004 · Retirement plans13 plan filings · $237,325 disclosed · median 106 participantsNamed in Form 5500 filingsMorgan Stanley Insurance Services I1 New York Plaza, 12th Floor · New York, NY 10004 · Retirement plans12 plan filings · $139,549 disclosed · median 237 participantsNamed in Form 5500 filingsAon Consulting - New YorkOne Liberty Plaza, 165 Broadway, Suite 3201 · New York, NY 10006 · Health and welfare plans11 plan filings · $531,186 disclosed · median 641 participantsNamed in Form 5500 filingsHub International Northeast Limited1065 Avenue of the Americas, 4th Floor · New York, NY 10018 · Health and welfare plans11 plan filings · $132,999 disclosed · median 521 participantsNamed in Form 5500 filingsJ N Savasta Corp1350 Broadway, Suite 410 · New York, NY 10018 · Health and welfare plans11 plan filings · $150,004 disclosed · median 512 participantsNamed in Form 5500 filingsManagement Compensation Group40 Wall Street, Suite 1304 · New York, NY 10005 · Health and welfare plans11 plan filings · $1,320,888 disclosed · median 2,575 participantsNamed in Form 5500 filingsTodd Burke199 Water St, FL 23 · New York, NY 10038 · Health and welfare plans11 plan filings · $1,683 disclosed · median 327 participantsNamed in Form 5500 filingsWillis Towers Watson US LLC335 Madison Ave FL 20 · New York, NY 10017 · Health and welfare plans11 plan filings · $1,465,802 disclosed · median 5,709 participantsNamed in Form 5500 filingsYolanda Tristancho-Helwig315 West 39th Street, Room 303 · New York, NY 10018 · Health and welfare plans11 plan filings · $917 disclosed · median 405 participantsNamed in Form 5500 filingsBuck Global, LLC420 Lexington Avenue, Suite 2220 · New York, NY 10170 · Health and welfare plans10 plan filings · $97,126 disclosed · median 10,292 participantsNamed in Form 5500 filingsFoundation Risk Partners1180 Avenue of the Americas, 8th FL · New York, NY 10036 · Health and welfare plans10 plan filings · $1,160,136 disclosed · median 278 participantsNamed in Form 5500 filingsKeith Lepack1991 Broadway Apt 12b · New York, NY 10023 · Health and welfare plans10 plan filings · $4,575 disclosed · median 321 participantsNamed in Form 5500 filingsManagement Compensation Group55 Broadway, Suite 701 · New York, NY 10006 · Health and welfare plans10 plan filings · $459,761 disclosed · median 4,832 participantsNamed in Form 5500 filingsWillis Tower Watson US LLCCommission Lockbox 28852, PO Box 28852 · New York, NY 10087 · Health and welfare plans10 plan filings · $1,094,486 disclosed · median 9,643 participantsNamed in Form 5500 filingsAlterity Group LLC340 Madison Avenue, 21st Floor · New York, NY 10173 · Health and welfare plans9 plan filings · $531,456 disclosed · median 523 participantsNamed in Form 5500 filingsAmerican Benefits & Compensation Sy101 Park Ave 14th Floor · New York, NY 10178 · Health and welfare plans9 plan filings · $822,238 disclosed · median 5,295 participantsNamed in Form 5500 filingsAmerican Bnft & Comp Systems101 Park Ave 14th FL · New York, NY 10016 · Health and welfare plans9 plan filings · $63,756 disclosed · median 2,973 participantsNamed in Form 5500 filingsCrystal Ibc LLCFinancial Square, 32 Old Slip · New York, NY 10005 · Health and welfare plans9 plan filings · $99,001 disclosed · median 312 participantsNamed in Form 5500 filingsEdgewood Partners Insurance Center1740 Broadway, 5th Floor · New York, NY 10019 · Health and welfare plans9 plan filings · $661,582 disclosed · median 828 participantsNamed in Form 5500 filingsJason Pastrano30 Broad St, 35th FL · New York, NY 10004 · Health and welfare plans9 plan filings · $295,802 disclosed · median 169 participantsNamed in Form 5500 filingsMorgan Stanley Smith Barney Holding388 Greenwich Street, 17th Floor · New York, NY 10013 · Retirement plans9 plan filings · $15,967 disclosed · median 208 participantsNamed in Form 5500 filingsPatrick Hardie14 Wall St Ste 8c · New York, NY 10005 · Health and welfare plans9 plan filings · $8,098 disclosed · median 384 participantsNamed in Form 5500 filingsWillis Towers Watson Ne, INC.200 Liberty Street, 7th Floor · New York, NY 10281 · Health and welfare plans9 plan filings · $84,436 disclosed · median 2,372 participantsNamed in Form 5500 filingsAdvocate Nava Benefits228 Park Avenue South, Pmb 97880 · New York, NY 10003 · Health and welfare plans8 plan filings · $531,909 disclosed · median 179 participantsNamed in Form 5500 filingsAlliant Ins Services INC101 Park Ave FL 12 · New York, NY 10178 · Health and welfare plans8 plan filings · $36,688 disclosed · median 335 participantsNamed in Form 5500 filingsAmerican Benefits & Comp System INC101 Park Avenue, 14th Floor · New York, NY 10178 · Health and welfare plans8 plan filings · $688,899 disclosed · median 4,598 participantsNamed in Form 5500 filingsCobbs Allen Capital LLC416 West 13th Street, Suite 303 · New York, NY 10014 · Health and welfare plans8 plan filings · $53,613 disclosed · median 221 participantsNamed in Form 5500 filingsCorporate Synergies - New YorkMetro, 1212 Avenue of the Americas FL 9 · New York, NY 10036 · Health and welfare plans8 plan filings · $692,695 disclosed · median 294 participantsNamed in Form 5500 filingsEmerson Reid LLC350 Fifth Avenue, Suite 3700 · New York, NY 10118 · Health and welfare plans8 plan filings · $96,181 disclosed · median 250 participantsNamed in Form 5500 filings
Comparing benefits brokers in New York? 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.