Heritage Benefit Solutions
Woodbury, NY
Heritage Benefit Solutions of Woodbury, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $29,176 in reported broker commissions (plan year 2025).
Quick answer
Heritage Benefit Solutions (Woodbury, NY) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Heritage Benefit Solutions have?
- Heritage Benefit Solutions is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Heritage Benefit Solutions's largest employer clients?
- By plan participants, the largest include Clk Multi Family Management, LLC (431 participants), Ferrandino And Son, Inc. (104 participants) and Monday Properties Services, LLC (99 participants).
- How much does Heritage Benefit Solutions earn in commissions?
- Insurers reported $29,176 in broker commissions and $260,366 in fees paid to Heritage Benefit Solutions for plan year 2025, per Schedule A Part 1.
- Where is Heritage Benefit Solutions located?
- Heritage Benefit Solutions is based in Woodbury, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Heritage Benefit Solutions 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 |
|---|---|---|---|
| Clk Multi Family Management, LLC | TN | 431 | 2025-01-31 |
| Ferrandino And Son, Inc. | NY | 104 | 2026-02-28 |
| Monday Properties Services, LLC | NY | 99 | 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.