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Benefits Intelligence/Broker Directory/New York

Laurie L Smith

Lake George, NY

Laurie L Smith of Lake George, NY is the broker of record on 27 Form 5500 Schedule A filings covering 14 employer benefit plans across 4 states, with $90 in reported broker commissions (plan year 2025).

Employer clients
14
distinct plan sponsors
Schedule A filings
27
States served
4
Reported commissions
$90
plan year 2025

Quick answer

Laurie L Smith (Lake George, NY) is the broker of record for 14 employer benefit plan sponsors on 27 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Laurie L Smith have?
Laurie L Smith is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 4 states.
Who are Laurie L Smith's largest employer clients?
By plan participants, the largest include The University Of Vermont Health Network, Inc. (13,985 participants), The Center For Discovery, Inc. (1,472 participants) and Oneida Healthcare (888 participants).
How much does Laurie L Smith earn in commissions?
Insurers reported $90 in broker commissions paid to Laurie L Smith for plan year 2025, per Schedule A Part 1.
Where is Laurie L Smith located?
Laurie L Smith is based in Lake George, NY and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Laurie L Smith 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 University Of Vermont Health Network, Inc.VT13,9852025-12-31
The Center For Discovery, Inc.NY1,4722025-12-31
Oneida HealthcareNY8882025-12-31
11 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.