Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Jeffrey Greenblott

Vestal, NY

Jeffrey Greenblott of Vestal, NY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $10,564 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$10,564
plan year 2025

Quick answer

Jeffrey Greenblott (Vestal, NY) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jeffrey Greenblott have?
Jeffrey Greenblott is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Jeffrey Greenblott's largest employer clients?
By plan participants, the largest include Visions Federal Credit Union (836 participants) and Columbian Mutual Life Insurance Company (160 participants).
How much does Jeffrey Greenblott earn in commissions?
Insurers reported $10,564 in broker commissions paid to Jeffrey Greenblott for plan year 2025, per Schedule A Part 1.
Where is Jeffrey Greenblott located?
Jeffrey Greenblott is based in Vestal, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffrey Greenblott 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
Visions Federal Credit UnionNY8362025-12-31
Columbian Mutual Life Insurance CompanyNY1602025-12-31

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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.