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Benefits broker of record · ALBANY, NY

PURSHE KAPLAN STERLING INVESTMENTS

PURSHE KAPLAN STERLING INVESTMENTS of ALBANY, NY is named as the broker of record on 18 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
18
Book size
$100k–1M
States
NY

Clients on file

EmployerLocationCarrierRenews
NORTHEAST REMSCO CONSTRUCTION INC.WALL, NJVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
MORRIS FURNITURE CO., INC.FAIRBORN, OHVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
CONSOLIDATED METAL PRODUCTS CO, INC.CINCINNATI, OHVOYA RETIREMENT INSURANCE AND ANNUITY CO.December
ENERVISE, INC.BLUE ASH, OHVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
QUONTIC BANKASTORIA, NYING LIFE INSURANCE & ANNUITY CODecember
Subscriber access

13 more plans in PURSHE KAPLAN STERLING INVESTMENTS'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