Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Jeffrey R Dalaba

Baldwinsville, NY

Jeffrey R Dalaba of Baldwinsville, NY is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans, with $74 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$74
plan year 2025

Quick answer

Jeffrey R Dalaba (Baldwinsville, NY) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Jeffrey R Dalaba have?
Jeffrey R Dalaba is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Jeffrey R Dalaba's largest employer clients?
By plan participants, the largest include F.F. Thompson Health System, Inc. (1,618 participants), Umh Management Services Corp. (741 participants) and Nazareth University (436 participants).
How much does Jeffrey R Dalaba earn in commissions?
Insurers reported $74 in broker commissions paid to Jeffrey R Dalaba for plan year 2025, per Schedule A Part 1.
Where is Jeffrey R Dalaba located?
Jeffrey R Dalaba is based in Baldwinsville, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Jeffrey R Dalaba 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
F.F. Thompson Health System, Inc.NY1,6182025-12-31
Umh Management Services Corp.NY7412024-12-31
Nazareth UniversityNY4362025-12-31
3 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.