How many employer clients does C.E.S. Insurance Agency have?

C.E.S. Insurance Agency is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.

Who are C.E.S. Insurance Agency's largest employer clients?

By plan participants, the largest include Hunter Douglas, Inc. (3,127 participants), Mental Health Association, Inc. (734 participants) and Concote Corporation (213 participants).

How much does C.E.S. Insurance Agency earn in commissions?

Insurers reported $30,847 in broker commissions and $379 in fees paid to C.E.S. Insurance Agency for plan year 2025, per Schedule A Part 1.

Where is C.E.S. Insurance Agency located?

C.E.S. Insurance Agency is based in Waltham, MA and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Massachusetts

C.E.S. Insurance Agency

Waltham, MA

C.E.S. Insurance Agency of Waltham, MA is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $30,847 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$30,847

plan year 2025

Reported fees

$379

Quick answer

C.E.S. Insurance Agency (Waltham, MA) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does C.E.S. Insurance Agency have?: C.E.S. Insurance Agency is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
Who are C.E.S. Insurance Agency's largest employer clients?: By plan participants, the largest include Hunter Douglas, Inc. (3,127 participants), Mental Health Association, Inc. (734 participants) and Concote Corporation (213 participants).
How much does C.E.S. Insurance Agency earn in commissions?: Insurers reported $30,847 in broker commissions and $379 in fees paid to C.E.S. Insurance Agency for plan year 2025, per Schedule A Part 1.
Where is C.E.S. Insurance Agency located?: C.E.S. Insurance Agency is based in Waltham, MA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming C.E.S. Insurance Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Hunter Douglas, Inc.	NY	3,127	2024-12-31
Mental Health Association, Inc.	MA	734	2025-06-30
Concote Corporation	TX	213	2025-12-31

3 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.