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Form 5500 · Employee benefit plan · ROCHESTER, NY

FIRST REALTY MANAGEMENT INC

Public Form 5500 records show how FIRST REALTY MANAGEMENT INC (ROCHESTER, NY) structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SERVICES. Coverage is written through AETNA LIFE INSURANCE CO and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4328600 · plan 502 · as of Jul 2026

Participants
93
Carriers on file
4
Disclosed commissions
$19,991
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE COHealth48December$10,770
GUARDIANLife, Disability73December$6,983
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDental32December$1,978
VISION SERVICE PLANVision36December$260

Questions

Who is FIRST REALTY MANAGEMENT INC's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST REALTY MANAGEMENT INC's broker of record is BROWN & BROWN INSURANCE SERVICES.

What insurance carrier does FIRST REALTY MANAGEMENT INC use?

FIRST REALTY MANAGEMENT INC's benefit plan is written through AETNA LIFE INSURANCE CO, among 4 disclosed carriers.

When does FIRST REALTY MANAGEMENT INC's group plan renew?

The most recent Schedule A policy period for FIRST REALTY MANAGEMENT INC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FIRST REALTY MANAGEMENT INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.