BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Austin Financial Group, LLC

Albany, NY

Austin Financial Group, LLC collected $3.2M in commissions and fees from 43 employer health plans in plan year 2024 filings, ranking #153 among 12,126 brokers named in the public record. Most of its named clients are in New York.

Commissions + fees
$3.2M
$3.1M commissions · $94,633 fees
Employer plans
43
149 contracts
Rank
#153
top 1% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Poly Prep Country Day School · New York$262,096287
Columbia Grammar and Preparatory School · New York$259,677529
Center for Internet Security, Inc. · New York$228,977366
The Berkeley Carroll School · New York$195,652203
Trevor Day School · New York$173,578262
The Brearley School · New York$155,054176
The Winston Preparatory School · New York$154,842191
East Harlem Scholars Academy · New York$138,326233
Forefront Healthcare LLC · Michigan$137,780913
Rye Country Day School · New York$136,971379
Stephen Gaynor School · New York$123,973159
Saint Davids School · New York$121,640213
Community Partnership Charter School Education · New York$109,707210
The Chapin School · New York$98,660295
The Hewitt School · New York$86,932130
Hartwick College · New York$85,160317
The Masters School · New York$78,799209
The Browning School · New York$75,058102
Emma Willard School · New York$68,028141
The Packer Collegiate Institute · New York$59,638334
Brooks Kushman PC · Michigan$58,298128
Xebia USA Inc · Michigan$49,552103
Vantage Plastics · Michigan$48,804370
Kasco, Inc · Michigan$47,945131
Friends Academy · New York$41,287170

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

25 plans
15 plans
1 plans
1 plans

How much does Austin Financial Group, LLC earn from employer health plans?

In plan year 2024 filings, employers reported paying Austin Financial Group, LLC $3,212,039: $3,117,406 in commissions and $94,633 in fees, across 149 insurance contracts at 43 employers. That ranks #153 of 12,126 brokers in the public record.

What commission rate is paid on plans Austin Financial Group, LLC brokers?

Not enough fully insured medical plans name Austin Financial Group, LLC as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Austin Financial Group, LLC?

The largest reported payers in 2024 were Poly Prep Country Day School, Columbia Grammar and Preparatory School, Center for Internet Security, Inc.. New York is its biggest state by employer count (25 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.