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Benefits Intelligence/Broker Directory/Connecticut

Gerard B Tracy Associates, Inc.

Fairfield, CT

Gerard B Tracy Associates, Inc. of Fairfield, CT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $2,812 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$2,812
plan year 2025

Quick answer

Gerard B Tracy Associates, Inc. (Fairfield, CT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Gerard B Tracy Associates, Inc. have?
Gerard B Tracy Associates, Inc. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Gerard B Tracy Associates, Inc.'s largest employer clients?
By plan participants, the largest include Sarah Lawrence College (400 participants).
How much does Gerard B Tracy Associates, Inc. earn in commissions?
Insurers reported $2,812 in broker commissions paid to Gerard B Tracy Associates, Inc. for plan year 2025, per Schedule A Part 1.
Where is Gerard B Tracy Associates, Inc. located?
Gerard B Tracy Associates, Inc. is based in Fairfield, CT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gerard B Tracy Associates, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Sarah Lawrence CollegeNY4002025-12-31

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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.