Sst Benefits Consulting & Insurance Services, Llc
- Regulatory AUM
- $524M
- Discretionary
- $0
- Clients
- 5
- Avg AUM / client
- $105M
- Accounts
- 7
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 5 | $524M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schneider, Brett, Ronald | Director | Jan 2009 (18y) | Less than 5% | |
| O'malley, Edward, George | Director | Feb 2015 (12y) | Less than 5% | |
| Tugaw, William, Jerald | Principal | Sep 2016 (10y) | Less than 5% | |
| Moo, Veronica, Ei Chun | Director | Jul 2017 (9y) | Less than 5% | |
| Dowling, Hannah, Rose | Assistant Vice President | May 2023 (3y) | Less than 5% | |
| Joel Barry Shapiro | President | May 2023 (3y) | Less than 5% | |
| Yu, Brian, J | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nfp Retirement, Inc. | Shareholder | Sep 2016 | A | 75% or more |
| Nfp Intermediate Holdings B. Corp | Owner | Jul 2013 | B | ≈ 56.25% – 100% via Nfp Retirement, Inc. |
| Randolph Acquisition Corp. | Owner | Apr 2024 | B | ≈ 42.19% – 100% via Nfp Intermediate Holdings B. Corp |
| Randolph Finance Unlimited Company | Owner | Apr 2024 | B | ≈ 31.64% – 100% via Randolph Acquisition Corp. |
| Aon, Plc | Owner | Jun 2014 | B | ≈ 23.73% – 100% via Randolph Finance Unlimited Company |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nfp Intermediate Holdings B. Corp: 75% – 100% of Nfp Retirement, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Randolph Acquisition Corp.: 75% – 100% of Nfp Intermediate Holdings B. Corp × 75% – 100% of Nfp Retirement, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Randolph Finance Unlimited Company: 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermediate Holdings B. Corp × 75% – 100% of Nfp Retirement, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Aon, Plc: 75% – 100% of Randolph Finance Unlimited Company × 75% – 100% of Randolph Acquisition Corp. × 75% – 100% of Nfp Intermediate Holdings B. Corp × 75% – 100% of Nfp Retirement, Inc. × 75% – 100% direct ≈ 23.73% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗