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Benefits Intelligence/Broker Directory/Massachusetts

Benefit Plan Designs

Burlington, MA

Benefit Plan Designs of Burlington, MA is the broker of record on 27 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $372,296 in reported broker commissions (plan year 2015).

Employer clients
6
distinct plan sponsors
Schedule A filings
27
States served
2
Reported commissions
$372,296
plan year 2015
Reported fees
$38,184

Employer clients

Plan sponsors naming Benefit Plan Designs 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
Cdm Smith, Inc.MA3,4642011-12-31
Watts Water TechnologiesMA4452015-12-31
Brockway-Smith CompanyMA3082012-11-19
3 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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Other benefits brokers in Massachusetts

All brokers in Massachusetts

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.