How many employer clients does Tri-State Union Benefits have?

Tri-State Union Benefits is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.

Who are Tri-State Union Benefits's largest employer clients?

By plan participants, the largest include Cenveo Worldwide Limited (1,941 participants).

How much does Tri-State Union Benefits earn in commissions?

Insurers reported $112,508 in broker commissions and $72,077 in fees paid to Tri-State Union Benefits for plan year 2025, per Schedule A Part 1.

Where is Tri-State Union Benefits located?

Tri-State Union Benefits is based in New Haven, CT and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Connecticut

Tri-State Union Benefits

New Haven, CT

Tri-State Union Benefits of New Haven, CT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $112,508 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$112,508

plan year 2025

Reported fees

$72,077

Quick answer

Tri-State Union Benefits (New Haven, CT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Tri-State Union Benefits have?: Tri-State Union Benefits is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Tri-State Union Benefits's largest employer clients?: By plan participants, the largest include Cenveo Worldwide Limited (1,941 participants).
How much does Tri-State Union Benefits earn in commissions?: Insurers reported $112,508 in broker commissions and $72,077 in fees paid to Tri-State Union Benefits for plan year 2025, per Schedule A Part 1.
Where is Tri-State Union Benefits located?: Tri-State Union Benefits is based in New Haven, CT and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Tri-State Union Benefits 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
Cenveo Worldwide Limited	CT	1,941	2024-12-31

1 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.