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Benefits Intelligence/Broker Directory/Massachusetts

Banc Of America Investment Services

Boston, MA

Banc Of America Investment Services of Boston, MA is the broker of record on 27 Form 5500 Schedule A filings covering 25 employer benefit plans across 12 states, with $91,285 in reported broker commissions (plan year 2010).

Employer clients
25
distinct plan sponsors
Schedule A filings
27
States served
12
Reported commissions
$91,285
plan year 2010
Reported fees
$14,980

Employer clients

Plan sponsors naming Banc Of America Investment Services 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
Harvard Custom Manufacturing, Inc.MD7432009-12-31
Zim-American Integrated Shipping Services CoVA4872009-12-31
Permasteelisa North America Corp.CT3572009-12-31
22 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.