Form 5500 · Employee benefit plan · JEFFERSONVILLE, NY
JEFF BANK
JEFF BANK of JEFFERSONVILLE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PAYCHEX INSURANCE AGENCY, INC.. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-0779859 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 106 | December | $7,251 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 110 | December | $4,989 |
Questions
Who is JEFF BANK's benefits broker?
Per its most recent Form 5500 Schedule A, JEFF BANK's broker of record is PAYCHEX INSURANCE AGENCY, INC..
What insurance carrier does JEFF BANK use?
JEFF BANK's benefit plan is written through SUN LIFE AND HEALTH INSURANCE COMPANY, among 2 disclosed carriers.
When does JEFF BANK's group plan renew?
The most recent Schedule A policy period for JEFF BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JEFF BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.