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Benefits Intelligence/Broker Directory/New York

Community Investment Svcs Inc.

Dewitt, NY

Community Investment Svcs Inc. of Dewitt, NY is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $45,973 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$45,973
plan year 2017

Employer clients

Plan sponsors naming Community Investment Svcs 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
Jewish Federation Of Greater Metrowest NjNJ5452014-12-31
William Grant & Sons, Inc.NJ2202017-12-31
Harvard Club Of New York City Group Life Insurance PlanNY872016-12-31

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.