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Benefits Intelligence/Broker Directory/New York

Donald Gleason

Schenectady, NY

Donald Gleason of Schenectady, NY is the broker of record on 8 Form 5500 Schedule A filings covering 2 employer benefit plans, with $486 in reported broker commissions (plan year 2022).

Employer clients
2
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$486
plan year 2022
Reported fees
$121

Employer clients

Plan sponsors naming Donald Gleason 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
Berkshire Farm Center And Services For YouthNY4892020-06-30
New York State Bar AssociationNY232022-12-31

Know who holds the account, and when it renews.

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.