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Form 5500 · Employee benefit plan · BROOKLYN, NY

HOUSING WORKS, INC.

Public Form 5500 records show how HOUSING WORKS, INC. (BROOKLYN, NY) structures its employee benefits. Its broker of record is CAPFINANCIAL SECURITIES LLC. Coverage is written through LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3584089 · plan 001 · as of Jul 2026

Participants
527
Carriers on file
2
Disclosed commissions
$1,817
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK23June$1,817
TIAA-CREF2,662June$0

Questions

Who is HOUSING WORKS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HOUSING WORKS, INC.'s broker of record is CAPFINANCIAL SECURITIES LLC.

What insurance carrier does HOUSING WORKS, INC. use?

HOUSING WORKS, INC.'s benefit plan is written through LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, among 2 disclosed carriers.

When does HOUSING WORKS, INC.'s group plan renew?

The most recent Schedule A policy period for HOUSING WORKS, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HOUSING WORKS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.