Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Alliance Financial Network

Buffalo, NY

Alliance Financial Network of Buffalo, NY is the broker of record on 19 Form 5500 Schedule A filings covering 19 employer benefit plans, with $701 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
19
States served
1
Reported commissions
$701
plan year 2025

Quick answer

Alliance Financial Network (Buffalo, NY) is the broker of record for 19 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Alliance Financial Network have?
Alliance Financial Network is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors.
Who are Alliance Financial Network's largest employer clients?
By plan participants, the largest include Slocum Dickson Medical Group Pllc (397 participants), Rochester Midland Corporation (322 participants) and Trillium Health, Inc. (295 participants).
How much does Alliance Financial Network earn in commissions?
Insurers reported $701 in broker commissions paid to Alliance Financial Network for plan year 2025, per Schedule A Part 1.
Where is Alliance Financial Network located?
Alliance Financial Network is based in Buffalo, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Alliance Financial Network 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
Slocum Dickson Medical Group PllcNY3972025-12-31
Rochester Midland CorporationNY3222025-12-31
Trillium Health, Inc.NY2952025-12-31
16 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.