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Benefits Intelligence/Broker Directory/New York

Burnham Fin Srvs An Alera Grp Agcy

Lake Placid, NY

Burnham Fin Srvs An Alera Grp Agcy of Lake Placid, NY is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $200,055 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$200,055
plan year 2025

Employer clients

Plan sponsors naming Burnham Fin Srvs An Alera Grp Agcy 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
Preferred Mutual Insurance CompanyNY2522025-12-31
Preferred Mutual Insurance CompanyNY2422025-12-31
Preferred Mutual Insurance CompanyNY2352024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.