Upstate Financial Services
Syracuse, NY
Upstate Financial Services of Syracuse, NY is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $160,518 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Upstate Financial Services 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 |
|---|---|---|---|
| Joint Board Of Trustees Of Mrcc Employee Benefits Fund | MI | 6,618 | 2025-04-30 |
| Teamsters Local 294 Albany Area Trucking & Allied Industries Health | NY | 1,159 | 2025-05-31 |
| Iron Workers Local 12 Health Insurance Fund | CT | 209 | 2025-06-30 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New York
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.