Upstate Agency LLC
South Glens Falls, NY
Upstate Agency LLC of South Glens Falls, NY is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans, with $482,685 in reported broker commissions (plan year 2025).
Quick answer
Upstate Agency LLC (South Glens Falls, NY) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Upstate Agency LLC have?
- Upstate Agency LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Upstate Agency LLC's largest employer clients?
- By plan participants, the largest include Arrow Financial Corporation, Inc (365 participants), Excelsior University (289 participants) and Bread Alone, Inc. (200 participants).
- How much does Upstate Agency LLC earn in commissions?
- Insurers reported $482,685 in broker commissions and $27,420 in fees paid to Upstate Agency LLC for plan year 2025, per Schedule A Part 1.
- Where is Upstate Agency LLC located?
- Upstate Agency LLC is based in South Glens Falls, NY.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Upstate Agency LLC 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 |
|---|---|---|---|
| Arrow Financial Corporation, Inc | NY | 365 | 2025-12-31 |
| Excelsior University | NY | 289 | 2025-12-31 |
| Bread Alone, Inc. | NY | 200 | 2025-04-30 |
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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.