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).
Quick answer
Burnham Fin Srvs An Alera Grp Agcy (Lake Placid, NY) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Burnham Fin Srvs An Alera Grp Agcy have?
- Burnham Fin Srvs An Alera Grp Agcy is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Burnham Fin Srvs An Alera Grp Agcy's largest employer clients?
- By plan participants, the largest include Preferred Mutual Insurance Company (252 participants).
- How much does Burnham Fin Srvs An Alera Grp Agcy earn in commissions?
- Insurers reported $200,055 in broker commissions paid to Burnham Fin Srvs An Alera Grp Agcy for plan year 2025, per Schedule A Part 1.
- Where is Burnham Fin Srvs An Alera Grp Agcy located?
- Burnham Fin Srvs An Alera Grp Agcy is based in Lake Placid, NY.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Preferred Mutual Insurance Company | NY | 252 | 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.