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Benefits Intelligence/Broker Directory/New York

Sdf Associates 1991 Ltd

Brooklyn, NY

Sdf Associates 1991 Ltd of Brooklyn, NY is the broker of record on 21 Form 5500 Schedule A filings covering 13 employer benefit plans across 3 states, with $823,257 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
21
States served
3
Reported commissions
$823,257
plan year 2025

Quick answer

Sdf Associates 1991 Ltd (Brooklyn, NY) is the broker of record for 13 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Sdf Associates 1991 Ltd have?
Sdf Associates 1991 Ltd is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 3 states.
Who are Sdf Associates 1991 Ltd's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), Complete Care (6,360 participants) and Aom Healthcare (1,411 participants).
How much does Sdf Associates 1991 Ltd earn in commissions?
Insurers reported $823,257 in broker commissions paid to Sdf Associates 1991 Ltd for plan year 2025, per Schedule A Part 1.
Where is Sdf Associates 1991 Ltd located?
Sdf Associates 1991 Ltd is based in Brooklyn, NY and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Sdf Associates 1991 Ltd 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
UpmcPA94,3912024-12-31
Complete CareNJ6,3602025-07-31
Aom HealthcareNY1,4112025-09-30
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.