Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

Colgate Benefits Inc

Grafton, MA

Colgate Benefits Inc of Grafton, MA is the broker of record on 26 Form 5500 Schedule A filings covering 21 employer benefit plans across 7 states, with $23,280 in reported broker commissions (plan year 2025).

Employer clients
21
distinct plan sponsors
Schedule A filings
26
States served
7
Reported commissions
$23,280
plan year 2025
Reported fees
$7,188

Employer clients

Plan sponsors naming Colgate Benefits Inc 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
Genesis Administrative Services, LLCPA20,3202024-12-31
Advocates, Inc.MA2,0252025-03-31
Soho Studio LLCNY8112025-03-31
18 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Massachusetts

All brokers in Massachusetts

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.