Benefits broker of record · SOUTH GLENS FALLS, NY
UPSTATE AGENCY LLC
UPSTATE AGENCY LLC of SOUTH GLENS FALLS, NY is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
11 contracts on file name UPSTATE AGENCY LLC 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
UPSTATE AGENCY LLC brokers 11 insured contracts for 6 employers, all in New York.
Health is the largest line (4 contracts), followed by vision (3), life (2), disability (2).
ANTHEM BLUE CROSS AND BLUE SHIELD writes the most contracts in the book (3, about 27%); CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC., NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, ANTHEM LIFE AND DISABILITY INS CO follow.
Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- New York11
Contracts by line.
health 4 · vision 3 · life 2 · disability 2 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
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- J
- J
- A
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- O
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ARROW FINANCIAL CORPORATION, INC | GLENS FALLS, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | Jan 1FY2025 |
| TOWER PRODUCTS INCORPORATED | SAUGERTIES, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | Jul 1FY2025 |
| ARROW FINANCIAL CORPORATION, INC | GLENS FALLS, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | Jan 1FY2025 |
| TOWER PRODUCTS INCORPORATED | SAUGERTIES, NY | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| ARROW FINANCIAL CORPORATION, INC | GLENS FALLS, NY | HIGHMARK NEW YORK | Jan 1FY2025 |
more employers in UPSTATE AGENCY LLC'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 year 2025 on this page)
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