Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

James P. Reagan Agency Inc.

Marcellus, NY

James P. Reagan Agency Inc. of Marcellus, NY is the broker of record on 17 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $515,455 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
17
States served
2
Reported commissions
$515,455
plan year 2025

Quick answer

James P. Reagan Agency Inc. (Marcellus, NY) is the broker of record for 10 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James P. Reagan Agency Inc. have?
James P. Reagan Agency Inc. is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are James P. Reagan Agency Inc.'s largest employer clients?
By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), Kelley Bros. LLC (285 participants) and Haun Welding Supply, Inc (262 participants).
How much does James P. Reagan Agency Inc. earn in commissions?
Insurers reported $515,455 in broker commissions paid to James P. Reagan Agency Inc. for plan year 2025, per Schedule A Part 1.
Where is James P. Reagan Agency Inc. located?
James P. Reagan Agency Inc. is based in Marcellus, NY and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James P. Reagan Agency 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
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
Kelley Bros. LLCNY2852025-12-31
Haun Welding Supply, IncNY2622024-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.