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
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH | ALBANY, NY | THE UNION LABOR LIFE INSURANCE COMPANY | June |
| IRON WORKERS LOCAL 12 HEALTH INSURANCE FUND | WALLINGFORD, CT | AMALGAMATED LIFE | November |
| ROCHESTER AREA CONSTRUCTION AND MATERIALS HEALTH AND WELFARE FUND | ROCHESTER, NY | OPTIONS | December |
Subscriber access
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