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Benefits broker of record · SYRACUSE, NY

UPSTATE FINANCIAL SERVICES

UPSTATE FINANCIAL SERVICES of SYRACUSE, NY is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
6
Book size
$100k–1M
States
NY

Clients on file

EmployerCarrierRenews
TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTHTHE UNION LABOR LIFE INSURANCE COMPANYJune
IRON WORKERS LOCAL 12 HEALTH INSURANCE FUNDAMALGAMATED LIFENovember
ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH AND WELFARE FUNDOPTIONSDecember
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3 more plans in UPSTATE FINANCIAL SERVICES'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