How many employer clients does Susan Smith have?

Susan Smith is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.

Who are Susan Smith's largest employer clients?

By plan participants, the largest include Erie Materials, Inc. (374 participants), Nysarc, Inc. Broome-Chenango-Tioga Counties Chapter (348 participants) and Rescue Mission Alliance Of Syracuse (292 participants).

How much does Susan Smith earn in commissions?

Insurers reported $4,002 in broker commissions paid to Susan Smith for plan year 2025, per Schedule A Part 1.

Where is Susan Smith located?

Susan Smith is based in Baldwinsville, NY.

Benefits Intelligence/Broker Directory/New York

Susan Smith

Baldwinsville, NY

Susan Smith of Baldwinsville, NY is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans, with $4,002 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$4,002

plan year 2025

Quick answer

Susan Smith (Baldwinsville, NY) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Susan Smith have?: Susan Smith is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Susan Smith's largest employer clients?: By plan participants, the largest include Erie Materials, Inc. (374 participants), Nysarc, Inc. Broome-Chenango-Tioga Counties Chapter (348 participants) and Rescue Mission Alliance Of Syracuse (292 participants).
How much does Susan Smith earn in commissions?: Insurers reported $4,002 in broker commissions paid to Susan Smith for plan year 2025, per Schedule A Part 1.
Where is Susan Smith located?: Susan Smith is based in Baldwinsville, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan Smith on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Erie Materials, Inc.	NY	374	2025-12-31
Nysarc, Inc. Broome-Chenango-Tioga Counties Chapter	NY	348	2025-12-31
Rescue Mission Alliance Of Syracuse	NY	292	2025-12-31

3 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.