Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Wesfair Agency Inc

Chappaqua, NY

Wesfair Agency Inc of Chappaqua, NY is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,139 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$1,139
plan year 2025

Quick answer

Wesfair Agency Inc (Chappaqua, NY) is the broker of record for 1 employer benefit plan sponsor on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Wesfair Agency Inc have?
Wesfair Agency Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Wesfair Agency Inc's largest employer clients?
By plan participants, the largest include Trinity Episcopal School Corporation (261 participants).
How much does Wesfair Agency Inc earn in commissions?
Insurers reported $1,139 in broker commissions paid to Wesfair Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Wesfair Agency Inc located?
Wesfair Agency Inc is based in Chappaqua, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Wesfair Agency 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
Trinity Episcopal School CorporationNY2612025-08-31

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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.