Benefits BrokerAtlas

Benefits brokers in Rochester, NY

59 benefits brokers in Rochester — 59 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (54)Retirement plans (5)Median plan under 200 participants (27)Median plan 200 to 999 participants (27)Median plan 1,000+ participants (5)Fees reported as well as commissions (34)
Featured spots · Rochester, NY

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Paychex Insurance Agency, INC.225 Kenneth Drive · Rochester, NY 14623 · Health and welfare plans108 plan filings · $3,690,395 disclosed · median 148 participantsNamed in Form 5500 filingsRobert G Relph Agency INC800 Parker Hill Drive, Suite 100 · Rochester, NY 14625 · Health and welfare plans104 plan filings · $5,329,090 disclosed · median 371 participantsNamed in Form 5500 filingsBrown & Brown of New York INC45 East Avenue · Rochester, NY 14604 · Health and welfare plans103 plan filings · $2,420,494 disclosed · median 174 participantsNamed in Form 5500 filingsPaychex Insurance Agency, INC.150 Sawgrass Drive · Rochester, NY 14620 · Health and welfare plans56 plan filings · $2,148,584 disclosed · median 148 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.100 Meridian Centre Boulevard, Suite 100 · Rochester, NY 14618 · Health and welfare plans47 plan filings · $1,909,071 disclosed · median 273 participantsNamed in Form 5500 filingsBrown & Brown, INC.45 East Ave · Rochester, NY 14604 · Health and welfare plans36 plan filings · $155,062 disclosed · median 192 participantsNamed in Form 5500 filingsBrown & Brown Ins Services INC45 East Avenue · Rochester, NY 14604 · Health and welfare plans23 plan filings · $49,673 disclosed · median 151 participantsNamed in Form 5500 filingsBrown & Brown Ins Svcs INC45 East Avenue # 700 · Rochester, NY 14604 · Health and welfare plans18 plan filings · $653,938 disclosed · median 161 participantsNamed in Form 5500 filingsRochester90 Linden Oaks, Suite 210 · Rochester, NY 14625 · Retirement plans17 plan filings · $30,331 disclosed · median 183 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services45 East Ave · Rochester, NY 14604 · Health and welfare plans16 plan filings · $243,498 disclosed · median 160 participantsNamed in Form 5500 filings
Mercer Health & Benefits70 Linden Oaks, Suite 210 · Rochester, NY 14625 · Health and welfare plans15 plan filings · $1,023,153 disclosed · median 423 participantsNamed in Form 5500 filingsBrown & Brown Ins Svcs INC - NY45 East Avenue, #700 · Rochester, NY 14604 · Health and welfare plans14 plan filings · $597,356 disclosed · median 213 participantsNamed in Form 5500 filingsPaychex Agency, INC.225 Kenneth Drive · Rochester, NY 14623 · Health and welfare plans13 plan filings · $390,193 disclosed · median 152 participantsNamed in Form 5500 filingsRimkus, Marciano & Associates, INC.3136 Winton Road South, Suite 300 · Rochester, NY 14623 · Retirement plans13 plan filings · $60,930 disclosed · median 173 participantsNamed in Form 5500 filingsBrendan McCarthy and Crew INC39 Saginaw Dr, Ste 2 · Rochester, NY 14623 · Health and welfare plans12 plan filings · $1,710 disclosed · median 286 participantsNamed in Form 5500 filingsUsi Insurance Services LLC777 Canal View Boulevard, Suite 100 · Rochester, NY 14623 · Health and welfare plans12 plan filings · $560,597 disclosed · median 199 participantsNamed in Form 5500 filingsTitan Ins & Employee Benefits1 S Clinton Ave Ste 1030 · Rochester, NY 14604 · Health and welfare plans10 plan filings · $128,419 disclosed · median 274 participantsNamed in Form 5500 filingsTitan Ins DBA US Empl Benefits Svc1 South Clinton Ave, Suite 1030 · Rochester, NY 14604 · Health and welfare plans8 plan filings · $344,802 disclosed · median 171 participantsNamed in Form 5500 filingsAnderson Kenney Associates10 Winthrop St. · Rochester, NY 14607 · Health and welfare plans7 plan filings · $85,331 disclosed · median 169 participantsNamed in Form 5500 filingsBrown & Brown Ins Svcs - New York45 East Avenue, #700 · Rochester, NY 14604 · Health and welfare plans7 plan filings · $388,407 disclosed · median 197 participantsNamed in Form 5500 filingsPaychex Agency INC150 Sawgrass Dr · Rochester, NY 14620 · Health and welfare plans7 plan filings · $88,494 disclosed · median 159 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services, I45 East Avenue · Rochester, NY 14604 · Health and welfare plans6 plan filings · $5,163 disclosed · median 154 participantsNamed in Form 5500 filingsRelph Robert G Agency INC800 Parker Hill Drive Suite 100 · Rochester, NY 14625 · Health and welfare plans6 plan filings · $27,730 disclosed · median 305 participantsNamed in Form 5500 filingsSmola Consulting LLC260 East Main Street, Suite 2400 · Rochester, NY 14604 · Health and welfare plans6 plan filings · $523,800 disclosed · median 601 participantsNamed in Form 5500 filingsBrown & Brown Ins45 East Ave · Rochester, NY 14604 · Health and welfare plans5 plan filings · $93,328 disclosed · median 132 participantsNamed in Form 5500 filingsBrown & Brown Insurance45 East Ave · Rochester, NY 14604 · Health and welfare plans5 plan filings · $94,288 disclosed · median 314 participantsNamed in Form 5500 filingsTitan Insurance and Employee Benefi1 South Clinton Avenue, Suite 1030 · Rochester, NY 14604 · Health and welfare plans5 plan filings · $52,562 disclosed · median 221 participantsNamed in Form 5500 filingsBrown & Brown Insurance Svcs INC45 East Ave · Rochester, NY 14604 · Health and welfare plans4 plan filings · $2,911 disclosed · median 219 participantsNamed in Form 5500 filingsBrown and Brown of NY45 East Ave · Rochester, NY 14604 · Health and welfare plans4 plan filings · $28,030 disclosed · median 212 participantsNamed in Form 5500 filingsCharles Morales39 Saginaw Drive · Rochester, NY 14623 · Health and welfare plans4 plan filings · $468 disclosed · median 151 participantsNamed in Form 5500 filingsLavoro Group Corp225 Tech Park Drive · Rochester, NY 14623 · Health and welfare plans4 plan filings · $371,275 disclosed · median 1,984 participantsNamed in Form 5500 filingsRochester Regional Office90 Linden Oaks, Suite 210 · Rochester, NY 14625 · Retirement plans4 plan filings · $3,985 disclosed · median 166 participantsNamed in Form 5500 filingsTitan Ins and Employee Benefit1 S Clinton Ave Ste 1030 · Rochester, NY 14604 · Health and welfare plans4 plan filings · $52,155 disclosed · median 438 participantsNamed in Form 5500 filingsAnderson Kinney Associates LLC10 Winthrop St · Rochester, NY 14607 · Health and welfare plans3 plan filings · $17,766 disclosed · median 123 participantsNamed in Form 5500 filingsBrown & Brown Insurance Service INC45 East Ave · Rochester, NY 14604 · Health and welfare plans3 plan filings · $3,184 disclosed · median 489 participantsNamed in Form 5500 filingsBrown and Brown Insurance Servic45 East Avenue · Rochester, NY 14604 · Health and welfare plans3 plan filings · $77,568 disclosed · median 287 participantsNamed in Form 5500 filingsCollin Wheatley350 Roxborough Rd · Rochester, NY 14619 · Health and welfare plans3 plan filings · $360 disclosed · median 263 participantsNamed in Form 5500 filingsDigital Ins Novem Benefits350 Linden Oaks, Suite 140 · Rochester, NY 14625 · Health and welfare plans3 plan filings · $97,917 disclosed · median 160 participantsNamed in Form 5500 filingsLifemark Securities Corp400 W Metro · Rochester, NY 14623 · Retirement plans3 plan filings · $90,331 disclosed · median 347 participantsNamed in Form 5500 filingsPaycheck Insurance Agency INC225 Kenneth Dr · Rochester, NY 14623 · Health and welfare plans3 plan filings · $79,361 disclosed · median 111 participantsNamed in Form 5500 filingsTitan Insurance & Employee Benefits1 South Clinton Ave, Suite 1030 · Rochester, NY 14604 · Health and welfare plans3 plan filings · $41,954 disclosed · median 215 participantsNamed in Form 5500 filingsBia Consulting, LLC1 Bausch and Lomb Pl Ste 900 · Rochester, NY 14604 · Retirement plans2 plan filings · $196 disclosed · median 194 participantsNamed in Form 5500 filingsBrown & Brown - Rochester, NY45 East Avenue, 8th Floor · Rochester, NY 14604 · Health and welfare plans2 plan filings · $3,379 disclosed · median 497 participantsNamed in Form 5500 filingsBrown & Brown Ins Service INC.45 East Avenue · Rochester, NY 14604 · Health and welfare plans2 plan filings · $2,615 disclosed · median 495 participantsNamed in Form 5500 filingsBrown & Brown Ins Svc45 East Avenue, #700 · Rochester, NY 14604 · Health and welfare plans2 plan filings · $146,708 disclosed · median 426 participantsNamed in Form 5500 filingsBrown & Brown Insurance Services in45 East Ave · Rochester, NY 14604 · Health and welfare plans2 plan filings · $20,126 disclosed · median 2,010 participantsNamed in Form 5500 filingsChris Cheng225 Kenneth Drive · Rochester, NY 14623 · Health and welfare plans2 plan filings · $7,149 disclosed · median 83 participantsNamed in Form 5500 filingsKafl INC.800 Linden Avenue · Rochester, NY 14625 · Health and welfare plans2 plan filings · $71,473 disclosed · median 75,655 participantsNamed in Form 5500 filingsPamela J. Morgan19 Lambton Circle · Rochester, NY 14626 · Health and welfare plans2 plan filings · $6,413 disclosed · median 2,261 participantsNamed in Form 5500 filingsPaychex Benefit Technology, INC.225 Kenneth Drive · Rochester, NY 14623 · Health and welfare plans2 plan filings · $3,127 disclosed · median 656 participantsNamed in Form 5500 filingsRelph Benefit Advisors800 Parker Hill Drive Ste 100 · Rochester, NY 14625 · Health and welfare plans2 plan filings · $30,910 disclosed · median 1,794 participantsNamed in Form 5500 filingsTed Colucci299 Wisconsin St · Rochester, NY 14609 · Health and welfare plans2 plan filings · $7 disclosed · median 160 participantsNamed in Form 5500 filingsTitan Ins DBA US Employee Benefits1 South Clinton Ave Suite 1030 · Rochester, NY 14604 · Health and welfare plans2 plan filings · $118,549 disclosed · median 164 participantsNamed in Form 5500 filingsTitan Ins DBA Usebsg1 South Clinton · Rochester, NY 14604 · Health and welfare plans2 plan filings · $120,131 disclosed · median 405 participantsNamed in Form 5500 filingsTitan Insurance610 Clinton Square · Rochester, NY 14604 · Health and welfare plans2 plan filings · $28,893 disclosed · median 202 participantsNamed in Form 5500 filingsTitan Insurance and Emp Ben Agy1 South Clinton Ave, Suite #1030 · Rochester, NY 14604 · Health and welfare plans2 plan filings · $1,973 disclosed · median 273 participantsNamed in Form 5500 filingsTitan Insurance and Employee BOne South Clinton Ave Suite 1030 · Rochester, NY 14604 · Health and welfare plans2 plan filings · $6,555 disclosed · median 117 participantsNamed in Form 5500 filingsTitan Insurance DBA Usebsg1 South Clinton · Rochester, NY 14604 · Health and welfare plans2 plan filings · $14,244 disclosed · median 356 participantsNamed in Form 5500 filingsU.S. Employee Benefits ServicesOne South Clinton Ave, Ste. 1030 · Rochester, NY 14604 · Health and welfare plans2 plan filings · $3,428 disclosed · median 240 participantsNamed in Form 5500 filings
Comparing benefits brokers in Rochester? Ask each for a written description of every way it is paid, and read questions to ask your benefits broker.

Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.