Benefits brokerage · 5 offices
PURSHE KAPLAN STERLING INV INC
PURSHE KAPLAN STERLING INV INC is named as the broker of record on 4 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| No city on file | — | 1 |
| ALBANY | NY | 1 |
| CARLSBAD | CA | 1 |
| CEDAR HURST | NY | 1 |
| LAFAYETTE | LA | 1 |
Book profile
PURSHE KAPLAN STERLING INV INC brokers 4 insured contracts for 4 employers, across 4 states, led by CA, LA, MI.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 50%); EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK, GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| MIDWEST COOLING TOWER SERVICES, LLC | KROTZ SPRINGS, LA | LAFAYETTE, LA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2023 |
| PLAN PROFESSIONALS, LLC | SHREWSBURY, NJ | CEDAR HURST, NY; No city on file | EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2024 |
| ENNIS CENTER FOR CHILDREN, INC. | FLINT, MI | ALBANY, NY | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| INTEGRITS CORPORATION | SAN DIEGO, CA | CARLSBAD, CA | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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)