Brad Jones And Associates Inc
Latham, NY
Brad Jones And Associates Inc of Latham, NY is the broker of record on 49 Form 5500 Schedule A filings covering 29 employer benefit plans across 2 states, with $1,035 in reported broker commissions (plan year 2025).
Quick answer
Brad Jones And Associates Inc (Latham, NY) is the broker of record for 29 employer benefit plan sponsors on 49 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Brad Jones And Associates Inc have?
- Brad Jones And Associates Inc is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 2 states.
- Who are Brad Jones And Associates Inc's largest employer clients?
- By plan participants, the largest include The University Of Vermont Health Network, Inc. (13,985 participants), Oneida Healthcare (888 participants) and Medbest Medical Management, Inc. (744 participants).
- How much does Brad Jones And Associates Inc earn in commissions?
- Insurers reported $1,035 in broker commissions paid to Brad Jones And Associates Inc for plan year 2025, per Schedule A Part 1.
- Where is Brad Jones And Associates Inc located?
- Brad Jones And Associates Inc is based in Latham, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Brad Jones And Associates Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The University Of Vermont Health Network, Inc. | VT | 13,985 | 2025-12-31 |
| Oneida Healthcare | NY | 888 | 2025-12-31 |
| Medbest Medical Management, Inc. | NY | 744 | 2025-12-31 |
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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.