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Benefits Intelligence/Broker Directory/New York

Kerri Mcnees

Rochester, NY

Kerri Mcnees of Rochester, NY is the broker of record on 53 Form 5500 Schedule A filings covering 29 employer benefit plans, with $0 in reported broker commissions (plan year 2013).

Employer clients
29
distinct plan sponsors
Schedule A filings
53
States served
1
Reported commissions
$0
plan year 2013
Reported fees
$3,582

Employer clients

Plan sponsors naming Kerri Mcnees 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
Colgate UniversityNY1,6642009-12-31
Heritage CentersNY5152012-12-31
Community Action Organization Of Erie County, Inc.NY4332012-12-31
26 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.