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Benefits broker of record · ROCHESTER, NY

PAYCHEX AGENCY, INC.

PAYCHEX AGENCY, INC. of ROCHESTER, NY is named as the broker of record on 30 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of PAYCHEX AGENCY, INC..

Contracts brokered
30
Book size
$100k–1M
Office state
NY

30 contracts on file name PAYCHEX AGENCY, INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

PAYCHEX AGENCY, INC. brokers 30 insured contracts for 21 employers, across 10 states, led by CA, NY, FL.

Health is the largest line (16 contracts), followed by dental (14), vision (9), life (3).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (5, about 17%); EXCELLUS BLUE CROSS BLUE SHIELD, HEALTH PLAN OF NEVADA, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 40% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 16 · dental 14 · vision 9 · life 3 · disability 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
HENDERSON NEVADA CHAMBER OF COMMERCE, INC.HENDERSON, NVHEALTH PLAN OF NEVADAJan 1FY2024
HENDERSON NEVADA CHAMBER OF COMMERCE, INC.HENDERSON, NVHEALTH PLAN OF NEVADAJan 1FY2024
CALVARY AUTOMATION SYSTEMSWEBSTER, NYEXCELLUS BLUE CROSS BLUE SHIELDJan 1FY2024
GREEN THUMB INTERNATIONALCANOGA PARK, CAKAISER FOUNDATION HEALTH PLAN, INC.May 1FY2025
BARBIER SECURITY GROUPSAN RAFAEL, CAKAISER FOUNDATION HEALTH PLAN, INC.Dec 1FY2025
Subscriber access
16

more employers in PAYCHEX AGENCY, INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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