Benefits broker of record · HOLBROOK, NY
AMERICAN PORTFOLIOS FINANCIAL SERVI
AMERICAN PORTFOLIOS FINANCIAL SERVI of HOLBROOK, NY is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
14
Book size
$100k–1M
States
NY
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| BALDWIN AREA MEDICAL CENTER, INC. | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| OCEAN COMMUNICATIONS, LLC | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| PTM MANAGEMENT CORP. | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| TRIDENT PRECISION MANUFACTURING INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| BCI BRANDS, LLC | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
Subscriber access
9 more plans in AMERICAN PORTFOLIOS FINANCIAL SERVI's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A