Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Robert G Relph Agency Inc

Rochester, NY

Robert G Relph Agency Inc of Rochester, NY is the broker of record on 199 Form 5500 Schedule A filings covering 112 employer benefit plans across 9 states, with $9,927,211 in reported broker commissions (plan year 2025).

Employer clients
112
distinct plan sponsors
Schedule A filings
199
States served
9
Reported commissions
$9,927,211
plan year 2025
Reported fees
$489,819

Quick answer

Robert G Relph Agency Inc (Rochester, NY) is the broker of record for 112 employer benefit plan sponsors on 199 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Robert G Relph Agency Inc have?
Robert G Relph Agency Inc is named as broker on Form 5500 Schedule A filings for 112 distinct plan sponsors in 9 states.
Who are Robert G Relph Agency Inc's largest employer clients?
By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), The University Of Vermont Health Network, Inc. (13,985 participants) and Bard College (2,811 participants).
How much does Robert G Relph Agency Inc earn in commissions?
Insurers reported $9.9 million in broker commissions and $489,819 in fees paid to Robert G Relph Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Robert G Relph Agency Inc located?
Robert G Relph Agency Inc is based in Rochester, NY and has employer clients in 9 states.
How does Robert G Relph Agency Inc rank among benefits brokers in New York?
Robert G Relph Agency Inc ranks #18 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Robert G Relph 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
The Business Council Of New York State, Inc. Insurance FundNY150,6442025-12-31
The University Of Vermont Health Network, Inc.VT13,9852025-12-31
Bard CollegeNY2,8112025-06-30
109 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.