Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Swan & Sons - Morss Co Inc

Elmira, NY

Swan & Sons - Morss Co Inc of Elmira, NY is the broker of record on 24 Form 5500 Schedule A filings covering 6 employer benefit plans, with $36,577 in reported broker commissions (plan year 2017).

Employer clients
6
distinct plan sponsors
Schedule A filings
24
States served
1
Reported commissions
$36,577
plan year 2017
Reported fees
$4,917

Employer clients

Plan sponsors naming Swan & Sons - Morss Co 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
Hardinge IncNY4442018-09-30
Sheet Metal Workers Local 112NY3542009-10-31
Chemung Canal Trust CompanyNY3202015-12-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

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.

Get Strategic →Start now

Other benefits brokers in New York

All brokers in New York

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.