Benefits brokers in Utica, NY

5 benefits brokers in Utica — 5 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Retirement plans (3)Median plan under 200 participants (4)Fees reported as well as commissions (4)

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Afs Agency185 Genesee Street · Utica, NY 13501 · Health and welfare plans11 plan filings · $417,326 disclosed · median 139 participantsNamed in Form 5500 filings Adirondack Financial Services185 Genesee Street, Ste 210 · Utica, NY 13501 · Health and welfare plans6 plan filings · $22,443 disclosed · median 484 participantsNamed in Form 5500 filings Benefit Plan Administrative6 Rhoads Drive, Suite 7 · Utica, NY 13502 · Retirement plans3 plan filings · $2,896 disclosed · median 79 participantsNamed in Form 5500 filings Benefit Plan Administrative Service6 Rhoads Drive, Suite 7 · Utica, NY 13502 · Retirement plans2 plan filings · $642 disclosed · median 36 participantsNamed in Form 5500 filings Benefit Plans Administrative6 Rhoads Drive, Suite 7 · Utica, NY 13502 · Retirement plans2 plan filings · $2,178 disclosed · median 109 participantsNamed in Form 5500 filings

Comparing benefits brokers in Utica? 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.