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Benefits Intelligence/Broker Directory/New York

Swan & Sons Morss Company

Elmira, NY

Swan & Sons Morss Company of Elmira, NY is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans, with $8,303 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
8
States served
1
Reported commissions
$8,303
plan year 2017
Reported fees
$307

Employer clients

Plan sponsors naming Swan & Sons Morss Company 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
Evans Roofing Company, Inc.NY1172012-08-31
Courser IncorporatedNY292011-12-31
Hunt Engineers Architects Land Surveyors & Landscape Architect DpcNY02017-12-31

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.