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Benefits Intelligence/Broker Directory/New York

Robert Pelton

Seneca Falls, NY

Robert Pelton of Seneca Falls, NY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $148 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$148
plan year 2025

Quick answer

Robert Pelton (Seneca Falls, NY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Robert Pelton have?
Robert Pelton is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Robert Pelton's largest employer clients?
By plan participants, the largest include Servu Federal Credit Union (131 participants) and Olean Medical Practice, Pllc (130 participants).
How much does Robert Pelton earn in commissions?
Insurers reported $148 in broker commissions paid to Robert Pelton for plan year 2025, per Schedule A Part 1.
Where is Robert Pelton located?
Robert Pelton is based in Seneca Falls, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Robert Pelton 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
Servu Federal Credit UnionNY1312025-12-31
Olean Medical Practice, PllcNY1302024-12-31

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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.