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Form 5500 · Employee benefit plan · SAG HARBOR, NY

EDWARD BURKE, JR. & ASSOCIATES, LLC

Public Form 5500 records show how EDWARD BURKE, JR. & ASSOCIATES, LLC (SAG HARBOR, NY) structures its employee benefits. Its broker of record is AMERICAN PORTFOLIOS. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2528047 · plan 001 · as of Jul 2026

Participants
6
Carriers on file
1
Disclosed commissions
$2,385
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY5December$2,385

Questions

Who is EDWARD BURKE, JR. & ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, EDWARD BURKE, JR. & ASSOCIATES, LLC's broker of record is AMERICAN PORTFOLIOS.

What insurance carrier does EDWARD BURKE, JR. & ASSOCIATES, LLC use?

EDWARD BURKE, JR. & ASSOCIATES, LLC's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

When does EDWARD BURKE, JR. & ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for EDWARD BURKE, JR. & ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from EDWARD BURKE, JR. & ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.