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Form 5500 · Employee benefit plan · ROCHESTER, NY

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ROCHESTER REGIONAL OFFICE. Coverage is written through MUTUAL OF AMERICA SEC. CORP LLC. 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 16-1015782 · plan 003 · as of Jul 2026

Participants
164
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MUTUAL OF AMERICA SEC. CORP LLC254December$0

Questions

Who is UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's benefits broker?

Per its most recent Form 5500 Schedule A, UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's broker of record is ROCHESTER REGIONAL OFFICE.

What insurance carrier does UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES use?

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's benefit plan is written through MUTUAL OF AMERICA SEC. CORP LLC.

When does UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's group plan renew?

The most recent Schedule A policy period for UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.