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Benefits Intelligence/Broker Directory/Connecticut

Tri State Union Benefit Corp

New Haven, CT

Tri State Union Benefit Corp of New Haven, CT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $524,918 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$524,918
plan year 2025

Quick answer

Tri State Union Benefit Corp (New Haven, 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 Tri State Union Benefit Corp have?
Tri State Union Benefit Corp is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Tri State Union Benefit Corp's largest employer clients?
By plan participants, the largest include Transport Workers Union L 100 Retirees' Association Dental And Optical.
How much does Tri State Union Benefit Corp earn in commissions?
Insurers reported $524,918 in broker commissions paid to Tri State Union Benefit Corp for plan year 2025, per Schedule A Part 1.
Where is Tri State Union Benefit Corp located?
Tri State Union Benefit Corp is based in New Haven, CT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tri State Union Benefit Corp 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
Transport Workers Union L 100 Retirees' Association Dental And OpticalNYn/a2025-12-31

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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.