Coakley Consulting Inc
Charlestown, RI
Coakley Consulting Inc of Charlestown, RI is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $298 in reported broker commissions (plan year 2025).
Quick answer
Coakley Consulting Inc (Charlestown, RI) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Coakley Consulting Inc have?
- Coakley Consulting Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
- Who are Coakley Consulting Inc's largest employer clients?
- By plan participants, the largest include Continuing Care Management (Formerly Salmon Health) (635 participants), Mary Ann Morse Healthcare Corp. (204 participants) and Upstate Veterinary Specialties, Pllc (188 participants).
- How much does Coakley Consulting Inc earn in commissions?
- Insurers reported $298 in broker commissions and $67 in fees paid to Coakley Consulting Inc for plan year 2025, per Schedule A Part 1.
- Where is Coakley Consulting Inc located?
- Coakley Consulting Inc is based in Charlestown, RI and has employer clients in 2 states.
- How does Coakley Consulting Inc rank among benefits brokers in Rhode Island?
- Coakley Consulting Inc ranks #40 by employer clients among the 50 most active benefits brokers based in Rhode Island.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Coakley Consulting Inc 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 |
|---|---|---|---|
| Continuing Care Management (Formerly Salmon Health) | MA | 635 | 2025-12-31 |
| Mary Ann Morse Healthcare Corp. | MA | 204 | 2024-12-31 |
| Upstate Veterinary Specialties, Pllc | NY | 188 | 2025-12-31 |
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Other benefits brokers in Rhode Island
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- Amwins Group Benefits, LLC: 208 employer clients, $8,078,224 reported commissions (North Kingstown)
- Hilb Group Of New England: 204 employer clients, $15,881,603 reported commissions (Cranston)
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- The Angell Pension Group, Inc.: 52 employer clients, $93,378 reported commissions (East Providence)
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- Starkweather & Shepley, Inc.: 29 employer clients, $845,940 reported commissions (East Providence)
- Mary-Joyce Licata: 32 employer clients, $20,788 reported commissions (North Kingstown)
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.