Catherine Monteleone
Commack, NY
Catherine Monteleone of Commack, NY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $362 in reported broker commissions (plan year 2025).
Quick answer
Catherine Monteleone (Commack, NY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Catherine Monteleone have?
- Catherine Monteleone is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Catherine Monteleone's largest employer clients?
- By plan participants, the largest include The Animal Medical Center (377 participants) and Bwd Mile Development LLC Dba The Beechwood Organization (170 participants).
- How much does Catherine Monteleone earn in commissions?
- Insurers reported $362 in broker commissions paid to Catherine Monteleone for plan year 2025, per Schedule A Part 1.
- Where is Catherine Monteleone located?
- Catherine Monteleone is based in Commack, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Catherine Monteleone 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 |
|---|---|---|---|
| The Animal Medical Center | NY | 377 | 2025-12-31 |
| Bwd Mile Development LLC Dba The Beechwood Organization | NY | 170 | 2025-04-30 |
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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.