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Benefits Intelligence/Broker Directory/New York

Liazon Benefits Inc

Buffalo, NY

Liazon Benefits Inc of Buffalo, NY is the broker of record on 44 Form 5500 Schedule A filings covering 29 employer benefit plans across 17 states, with $7,518 in reported broker commissions (plan year 2025).

Employer clients
29
distinct plan sponsors
Schedule A filings
44
States served
17
Reported commissions
$7,518
plan year 2025
Reported fees
$101,569

Quick answer

Liazon Benefits Inc (Buffalo, NY) is the broker of record for 29 employer benefit plan sponsors on 44 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Liazon Benefits Inc have?
Liazon Benefits Inc is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 17 states.
Who are Liazon Benefits Inc's largest employer clients?
By plan participants, the largest include Csi Usa Inc (11,777 participants), St. Vincent Hospital Dba Christus St. Vincent (2,588 participants) and Optiv Security Inc. (1,589 participants).
How much does Liazon Benefits Inc earn in commissions?
Insurers reported $7,518 in broker commissions and $101,569 in fees paid to Liazon Benefits Inc for plan year 2025, per Schedule A Part 1.
Where is Liazon Benefits Inc located?
Liazon Benefits Inc is based in Buffalo, NY and has employer clients in 17 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Liazon Benefits Inc 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
Csi Usa Incn/a11,7772025-12-31
St. Vincent Hospital Dba Christus St. VincentNM2,5882025-12-31
Optiv Security Inc.CO1,5892025-12-31
26 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.