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Benefits Intelligence/Broker Directory/Massachusetts

Brian Stebbins

Holyoke, MA

Brian Stebbins of Holyoke, MA is the broker of record on 22 Form 5500 Schedule A filings covering 13 employer benefit plans across 3 states, with $18,423 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
22
States served
3
Reported commissions
$18,423
plan year 2025
Reported fees
$12,087

Quick answer

Brian Stebbins (Holyoke, MA) is the broker of record for 13 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brian Stebbins have?
Brian Stebbins is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 3 states.
Who are Brian Stebbins's largest employer clients?
By plan participants, the largest include Unum Group (9,425 participants), Valley Health Systems, Inc. (1,242 participants) and Hudson Valley Credit Union (1,002 participants).
How much does Brian Stebbins earn in commissions?
Insurers reported $18,423 in broker commissions and $12,087 in fees paid to Brian Stebbins for plan year 2025, per Schedule A Part 1.
Where is Brian Stebbins located?
Brian Stebbins is based in Holyoke, MA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brian Stebbins 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
Unum GroupME9,4252024-12-31
Valley Health Systems, Inc.MA1,2422025-12-31
Hudson Valley Credit UnionNY1,0022024-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.