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.
Contracts brokered
11
Book size
$100k–1M
States
NY
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ARROW FINANCIAL CORPORATION, INC | GLENS FALLS, NY | CAPITAL DISTRICT PHYSICIANS'S HEALTH PLAN INC. | December |
| TOWER PRODUCTS INCORPORATED | SAUGERTIES, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | June |
| ARROW FINANCIAL CORPORATION, INC | GLENS FALLS, NY | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | December |
| TOWER PRODUCTS INCORPORATED | SAUGERTIES, NY | METROPOLITAN LIFE INSURANCE COMPANY | June |
| EXCELSIOR UNIVERSITY | ALBANY, NY | NEW YORK LIFE INSURANCE COMPANY OF NY | December |
Subscriber access
6 more plans 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