Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Adirondack Financial Services

Utica, NY

Adirondack Financial Services of Utica, NY is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans, with $39,875 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
11
States served
1
Reported commissions
$39,875
plan year 2025

Quick answer

Adirondack Financial Services (Utica, NY) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Adirondack Financial Services have?
Adirondack Financial Services is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Adirondack Financial Services's largest employer clients?
By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), United Cerebral Palsy & Handicapped Pers Utica Area Inc Employee Choic (1,279 participants) and Resource Center For Independent Living, Inc. (540 participants).
How much does Adirondack Financial Services earn in commissions?
Insurers reported $39,875 in broker commissions paid to Adirondack Financial Services for plan year 2025, per Schedule A Part 1.
Where is Adirondack Financial Services located?
Adirondack Financial Services is based in Utica, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Adirondack Financial Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
United Cerebral Palsy & Handicapped Pers Utica Area Inc Employee ChoicNY1,2792025-12-31
Resource Center For Independent Living, Inc.NY5402025-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in New York

All brokers in New York →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.