How many employer clients does Commonwealth Financial Network have?

Commonwealth Financial Network is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.

Who are Commonwealth Financial Network's largest employer clients?

By plan participants, the largest include Administrative Group, LLC Dba Transamerica Fiduciary Services (4,941 participants), Stephen Siller Tunnel To Towers Foundation (490 participants) and Accountingdepartment.Com, LLC (162 participants).

How much does Commonwealth Financial Network earn in commissions?

Insurers reported $16,468 in broker commissions and $8,629 in fees paid to Commonwealth Financial Network for plan year 2025, per Schedule A Part 1.

Where is Commonwealth Financial Network located?

Commonwealth Financial Network is based in Waltham, MA and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Massachusetts

Commonwealth Financial Network

Waltham, MA

Commonwealth Financial Network of Waltham, MA is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $16,468 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$16,468

plan year 2025

Reported fees

$8,629

Quick answer

Commonwealth Financial Network (Waltham, MA) 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 Commonwealth Financial Network have?: Commonwealth Financial Network is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
Who are Commonwealth Financial Network's largest employer clients?: By plan participants, the largest include Administrative Group, LLC Dba Transamerica Fiduciary Services (4,941 participants), Stephen Siller Tunnel To Towers Foundation (490 participants) and Accountingdepartment.Com, LLC (162 participants).
How much does Commonwealth Financial Network earn in commissions?: Insurers reported $16,468 in broker commissions and $8,629 in fees paid to Commonwealth Financial Network for plan year 2025, per Schedule A Part 1.
Where is Commonwealth Financial Network located?: Commonwealth Financial Network is based in Waltham, MA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Commonwealth Financial Network 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
Administrative Group, LLC Dba Transamerica Fiduciary Services	TN	4,941	2024-12-31
Stephen Siller Tunnel To Towers Foundation	NY	490	2025-12-31
Accountingdepartment.Com, LLC	FL	162	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.