American Portfolios Financial Servi
Holbrook, NY
American Portfolios Financial Servi of Holbrook, NY is the broker of record on 13 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $169,375 in reported broker commissions (plan year 2025).
Quick answer
American Portfolios Financial Servi (Holbrook, NY) is the broker of record for 12 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does American Portfolios Financial Servi have?
- American Portfolios Financial Servi is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 4 states.
- Who are American Portfolios Financial Servi's largest employer clients?
- By plan participants, the largest include Mayo Clinic (87,000 participants), Gillette Children'S Specialty Healthcare (1,529 participants) and Corner Table Restaurants (558 participants).
- How much does American Portfolios Financial Servi earn in commissions?
- Insurers reported $169,375 in broker commissions paid to American Portfolios Financial Servi for plan year 2025, per Schedule A Part 1.
- Where is American Portfolios Financial Servi located?
- American Portfolios Financial Servi is based in Holbrook, NY and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming American Portfolios Financial Servi 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 |
|---|---|---|---|
| Mayo Clinic | MN | 87,000 | 2024-12-31 |
| Gillette Children'S Specialty Healthcare | MN | 1,529 | 2025-12-31 |
| Corner Table Restaurants | NY | 558 | 2024-12-31 |
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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.