form5500lookup

Form 5500 · Employee benefit plan · ROCHESTER, NY

UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC

Public Form 5500 records show how UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC (ROCHESTER, NY) structures its employee benefits. Its broker of record is DIGITAL INS NOVEM BENEFITS. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD 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 16-1015782 · plan 501 · as of Jul 2026

Participants
118
Carriers on file
4
Disclosed commissions
$45,731
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EXCELLUS BLUE CROSS BLUE SHIELDHealth, Dental57December$28,322
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability109December$12,293
EXCELLUS BLUE CROSS BLUE SHIELDDental74December$4,489
VISION SERVICE PLANVision52December$627

Questions

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

Per its most recent Form 5500 Schedule A, UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC's broker of record is DIGITAL INS NOVEM BENEFITS.

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

UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 4 disclosed carriers.

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

The most recent Schedule A policy period for UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC 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 INC AND THE FINGER LAKES INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.