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Benefits Intelligence/Broker Directory/Connecticut

Stephen E West

Beacon Falls, CT

Stephen E West of Beacon Falls, CT is the broker of record on 5 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $6,080 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$6,080
plan year 2024
Reported fees
$436

Employer clients

Plan sponsors naming Stephen E West 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
Ug Enterprises, Inc.NY3602022-06-30
Ug Enterprises, Inc.NY3152021-06-30
First County BankCT2992024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.