Commonwealth Financial Network
Waltham, MA
Commonwealth Financial Network of Waltham, MA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $15,920 in reported broker commissions (plan year 2024).
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 |
| Schneller Plumbing Heating & Air Inc | OH | 100 | 2024-12-31 |
| Usasf, LLC | DE | 0 | 2024-06-11 |
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.
Other benefits brokers in Massachusetts
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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.