Original filing (PDF)20230419140846NAL0001357507001

UPSTATE INSURANCE BROKERAGE SERVICE, INC.

Name: UPSTATE INSURANCE BROKERAGE SERVICE, INC. — UPSTATE INSURANCE BROKERAGE SERVICE, INC. EMPLOYEES' RETIREMENT PLAN, Form 5500 (2022)
Creator: UPSTATE INSURANCE BROKERAGE SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

UPSTATE INSURANCE BROKERAGE SERVICE, INC. EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE INSURANCE BROKERAGE SERVICE, INC..

Plan sponsor

Name

UPSTATE INSURANCE BROKERAGE SERVICE, INC.

EIN

16-1284428

Address

906 SPENCER STREET · SUITE 202 · SYRACUSE, NY · 13204

Phone

(315) 422-9281

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator