Benefits broker of record · RYE BROOK, NY
CONCIERGE RETIREMENT SERVICES
CONCIERGE RETIREMENT SERVICES of RYE BROOK, NY is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
8
Book size
$10k–100k
States
NY
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| EARTHBOUND LLC | EMPOWER LIFE AND ANNUITY INSURANCE COMPANY OF NEW YORK | December |
| HORTON LEES BROGDEN LIGHTING DESIGN INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| THE ECHO DESIGN GROUP, INC. | PRINCIPAL LIFE INSURANCE COMPANY | June |
| GARDINER & THEOBALD INC. | VOYA | December |
Subscriber access
4 more plans in CONCIERGE RETIREMENT SERVICES'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