Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Fund Companies

Buffalo, NY

Fund Companies of Buffalo, NY is the broker of record on 149 Form 5500 Schedule A filings covering 104 employer benefit plans across 29 states, with $1,522 in reported broker commissions (plan year 2019).

Employer clients
104
distinct plan sponsors
Schedule A filings
149
States served
29
Reported commissions
$1,522
plan year 2019
Reported fees
$31,866

Employer clients

Plan sponsors naming Fund Companies 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
Full House Resorts, Inc.NV1,1482015-12-31
Grow Financial Federal Credit UnionFL4962009-12-31
Integrated Community Oncology NetworkFL3692009-12-31
101 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.