Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Paychex Insurance Agency, Inc.

Rochester, NY

Paychex Insurance Agency, Inc. of Rochester, NY is the broker of record on 267 Form 5500 Schedule A filings covering 151 employer benefit plans across 37 states, with $11,624,250 in reported broker commissions (plan year 2025).

Employer clients
151
distinct plan sponsors
Schedule A filings
267
States served
37
Reported commissions
$11,624,250
plan year 2025
Reported fees
$1,331,853

Quick answer

Paychex Insurance Agency, Inc. (Rochester, NY) is the broker of record for 151 employer benefit plan sponsors on 267 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Paychex Insurance Agency, Inc. have?
Paychex Insurance Agency, Inc. is named as broker on Form 5500 Schedule A filings for 151 distinct plan sponsors in 37 states.
Who are Paychex Insurance Agency, Inc.'s largest employer clients?
By plan participants, the largest include Paychex Business Solutions LLC (261,085 participants), The Business Council Of New York State, Inc. Insurance Fund (150,644 participants) and Oasis Outsourcing Holdings, Inc. (92,332 participants).
How much does Paychex Insurance Agency, Inc. earn in commissions?
Insurers reported $11.6 million in broker commissions and $1.3 million in fees paid to Paychex Insurance Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is Paychex Insurance Agency, Inc. located?
Paychex Insurance Agency, Inc. is based in Rochester, NY and has employer clients in 37 states.
How does Paychex Insurance Agency, Inc. rank among benefits brokers in New York?
Paychex Insurance Agency, Inc. ranks #14 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Paychex Insurance Agency, 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
Paychex Business Solutions LLCFL261,0852025-12-31
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
Oasis Outsourcing Holdings, Inc.FL92,3322025-12-31
148 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.