Colgate Benefits Inc
Grafton, MA
Colgate Benefits Inc of Grafton, MA is the broker of record on 38 Form 5500 Schedule A filings covering 25 employer benefit plans across 10 states, with $29,757 in reported broker commissions (plan year 2025).
Quick answer
Colgate Benefits Inc (Grafton, MA) is the broker of record for 25 employer benefit plan sponsors on 38 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Colgate Benefits Inc have?
- Colgate Benefits Inc is named as broker on Form 5500 Schedule A filings for 25 distinct plan sponsors in 10 states.
- Who are Colgate Benefits Inc's largest employer clients?
- By plan participants, the largest include Genesis Administrative Services LLC (17,440 participants), Advocates, Inc. (2,088 participants) and Soho Studio LLC (881 participants).
- How much does Colgate Benefits Inc earn in commissions?
- Insurers reported $29,757 in broker commissions and $8,623 in fees paid to Colgate Benefits Inc for plan year 2025, per Schedule A Part 1.
- Where is Colgate Benefits Inc located?
- Colgate Benefits Inc is based in Grafton, MA and has employer clients in 10 states.
- How does Colgate Benefits Inc rank among benefits brokers in Massachusetts?
- Colgate Benefits Inc ranks #37 by employer clients among the 50 most active benefits brokers based in Massachusetts.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Genesis Administrative Services LLC | PA | 17,440 | 2025-12-31 |
| Advocates, Inc. | MA | 2,088 | 2026-03-31 |
| Soho Studio LLC | NY | 881 | 2026-03-31 |
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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.