Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Timothy Smith

Auburn, NY

Timothy Smith of Auburn, NY is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans, with $1,016 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$1,016
plan year 2025

Quick answer

Timothy Smith (Auburn, NY) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Timothy Smith have?
Timothy Smith is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Timothy Smith's largest employer clients?
By plan participants, the largest include Medbest Medical Management, Inc. (744 participants), Bond, Schoeneck & King, Pllc (578 participants) and Accesscny, Inc. (375 participants).
How much does Timothy Smith earn in commissions?
Insurers reported $1,016 in broker commissions paid to Timothy Smith for plan year 2025, per Schedule A Part 1.
Where is Timothy Smith located?
Timothy Smith is based in Auburn, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Timothy Smith 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
Medbest Medical Management, Inc.NY7442025-12-31
Bond, Schoeneck & King, PllcNY5782025-12-31
Accesscny, Inc.NY3752025-04-30
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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 nowBook a 15-min walkthrough

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.