Acumen Solutions Group
Melville, NY
Acumen Solutions Group of Melville, NY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $72,284 in reported broker commissions (plan year 2025).
Quick answer
Acumen Solutions Group (Melville, NY) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Acumen Solutions Group have?
- Acumen Solutions Group is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Acumen Solutions Group's largest employer clients?
- By plan participants, the largest include Data Search Ny, Inc. Dba Trakamerica (165 participants) and Nationwide Mortgage Bankers, Inc. (155 participants).
- How much does Acumen Solutions Group earn in commissions?
- Insurers reported $72,284 in broker commissions and $94,863 in fees paid to Acumen Solutions Group for plan year 2025, per Schedule A Part 1.
- Where is Acumen Solutions Group located?
- Acumen Solutions Group is based in Melville, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Acumen Solutions Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Data Search Ny, Inc. Dba Trakamerica | FL | 165 | 2026-05-31 |
| Nationwide Mortgage Bankers, Inc. | NY | 155 | 2026-01-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.