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Benefits Intelligence/Broker Directory/Massachusetts

Banc Of America Investment Ser

Boston, MA

Banc Of America Investment Ser of Boston, MA is the broker of record on 17 Form 5500 Schedule A filings covering 17 employer benefit plans across 7 states, with $128,724 in reported broker commissions (plan year 2009).

Employer clients
17
distinct plan sponsors
Schedule A filings
17
States served
7
Reported commissions
$128,724
plan year 2009

Employer clients

Plan sponsors naming Banc Of America Investment Ser 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
Pension Transfer Advisors, Inc.CA1,1632009-12-31
Mission Of Nevada, Inc.NV1,1132009-12-31
Dispoz-O-Products, LLCSC8762009-12-31
14 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.