PlanOptica

Future Value Associates Ltd

Mailing address (most recent filing)
38 WESTCHESTER AVENUE
POUND RIDGE, NY 10576
Total comp
$223K
Commissions
$173K
Fees
$50K
Filings
8
Sponsors
8

Future Value Associates Ltd summary

Future Value Associates Ltd appears as a broker on 8 Form 5500 Schedule A filings for 8 employer sponsors. Insurers reported $223K in commissions and fees paid to Future Value Associates Ltd. Most client plans are sponsored in NY. The most common carriers in the book are Unitedhealthcare Insurance Company, New York Life Group Insurance Company of New York and Cigna Health and Life Insurance Company. The largest clients include Dan Klores Communications, LLC, Innovid Inc. and Applied Behavior Analysis.

Primary-broker plans
3
Covered premium
$8.7M
Market share
0.002%
Of all reported broker comp

Top 3 client plans by premium

Plans where Future Value Associates Ltd is the primary broker on the latest filing

SponsorStatePremiumCovered
Dan Klores Communications, LLCNY$3.1M227
Innovid Inc.NY$1.1M253
Applied Behavior AnalysisNY$39K124

Top client states

  • NY3 plans

Frequently asked questions

Who uses Future Value Associates Ltd?
8 employer sponsors list Future Value Associates Ltd as a broker on Schedule A of Form 5500. The largest clients include Dan Klores Communications, LLC, Innovid Inc. and Applied Behavior Analysis. Most client plans are sponsored in NY.
How many employer plans does Future Value Associates Ltd serve?
Future Value Associates Ltd appears on 8 Schedule A filings for 8 employer health and benefits plan sponsors.
How much does Future Value Associates Ltd earn?
Insurers reported $223K in total compensation paid to Future Value Associates Ltd: $173K in commissions and $50K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-3 of 3 sponsors where Future Value Associates Ltd is the primary broker (latest filing per plan).

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  • Every client plan on this book
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