Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Brendan Mccarthy And Crew Inc

Rochester, NY

Brendan Mccarthy And Crew Inc of Rochester, NY is the broker of record on 20 Form 5500 Schedule A filings covering 14 employer benefit plans across 2 states, with $2,382 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
20
States served
2
Reported commissions
$2,382
plan year 2025
Reported fees
$21

Quick answer

Brendan Mccarthy And Crew Inc (Rochester, NY) is the broker of record for 14 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brendan Mccarthy And Crew Inc have?
Brendan Mccarthy And Crew Inc is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 2 states.
Who are Brendan Mccarthy And Crew Inc's largest employer clients?
By plan participants, the largest include Upmc (94,391 participants), F.F. Thompson Health System, Inc. (1,618 participants) and Oneida Healthcare (863 participants).
How much does Brendan Mccarthy And Crew Inc earn in commissions?
Insurers reported $2,382 in broker commissions and $21 in fees paid to Brendan Mccarthy And Crew Inc for plan year 2025, per Schedule A Part 1.
Where is Brendan Mccarthy And Crew Inc located?
Brendan Mccarthy And Crew Inc is based in Rochester, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brendan Mccarthy And Crew Inc 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
UpmcPA94,3912024-12-31
F.F. Thompson Health System, Inc.NY1,6182025-12-31
Oneida HealthcareNY8632024-12-31
11 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.