Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Bert Van Der Werff

Annsville, NY

Bert Van Der Werff of Annsville, NY is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $943 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$943
plan year 2025
Reported fees
$274

Quick answer

Bert Van Der Werff (Annsville, NY) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Bert Van Der Werff have?
Bert Van Der Werff is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Bert Van Der Werff's largest employer clients?
By plan participants, the largest include Visions Federal Credit Union (836 participants), Ur Medicine Home Care, Inc. (806 participants) and Columbian Mutual Life Insurance Company (160 participants).
How much does Bert Van Der Werff earn in commissions?
Insurers reported $943 in broker commissions and $274 in fees paid to Bert Van Der Werff for plan year 2025, per Schedule A Part 1.
Where is Bert Van Der Werff located?
Bert Van Der Werff is based in Annsville, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bert Van Der Werff 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
Visions Federal Credit UnionNY8362025-12-31
Ur Medicine Home Care, Inc.NY8062024-12-31
Columbian Mutual Life Insurance CompanyNY1602025-12-31

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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.