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Benefits Intelligence/Broker Directory/New York

Katz Nassau Agency Inc

Rockville Centre, NY

Katz Nassau Agency Inc of Rockville Centre, NY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $22,132 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$22,132
plan year 2025
Reported fees
$21,506

Quick answer

Katz Nassau Agency Inc (Rockville Centre, 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 Katz Nassau Agency Inc have?
Katz Nassau Agency Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Katz Nassau Agency Inc's largest employer clients?
By plan participants, the largest include Ohel Childrens Home And Family Services (1,082 participants) and State Of New York Unified Court System (929 participants).
How much does Katz Nassau Agency Inc earn in commissions?
Insurers reported $22,132 in broker commissions and $21,506 in fees paid to Katz Nassau Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Katz Nassau Agency Inc located?
Katz Nassau Agency Inc is based in Rockville Centre, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Katz Nassau Agency 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
Ohel Childrens Home And Family ServicesNY1,0822025-12-31
State Of New York Unified Court SystemNY9292025-12-31

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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.