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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 17 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
17
Book size
$100k–1M
Office state
NY

17 contracts on file name PURSHE KAPLAN STERLING INVESTMENTS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

PURSHE KAPLAN STERLING INVESTMENTS brokers 17 insured contracts for 15 employers, across 10 states, led by NY, OH, CA.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 47%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, MIDLAND NATIONAL LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
PRINCIPAL LIFE INSURANCE COMPANYDES MOINES, IAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
NEW YORK REHABILITATION CARE MANAGEMENT, LLCASTORIA, NYTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
NORTHEAST REMSCO CONSTRUCTION INC.WALL, NJVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC—FY2024
VAN BEURDEN INSURANCE SERVICES, INC.KINGSBURG, CAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
GOLDSTEIN ENTERPRISES, INC.ALBANY, NYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
10

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)

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