Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Lanier J Smith & Co. Of New York

Cazenovia, NY

Lanier J Smith & Co. Of New York of Cazenovia, NY is the broker of record on 24 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $237,886 in reported broker commissions (plan year 2013).

Employer clients
2
distinct plan sponsors
Schedule A filings
24
States served
2
Reported commissions
$237,886
plan year 2013

Employer clients

Plan sponsors naming Lanier J Smith & Co. Of New York 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
Nuco2, IncFL6942011-03-31
Rotterdam Ventures, Inc.NY1702011-12-31

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.

Get Strategic →Start now

Other benefits brokers in New York

All brokers in New York

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.