How many employer clients does Cross Insurance Wakefield, Inc. have?

Cross Insurance Wakefield, Inc. is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 6 states.

Who are Cross Insurance Wakefield, Inc.'s largest employer clients?

By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), Association Of Community Service Agents, Inc. (54,087 participants) and Boston Insurance Employee Benefit Trust - Dfe (49,304 participants).

How much does Cross Insurance Wakefield, Inc. earn in commissions?

Insurers reported $391,114 in broker commissions and $170,003 in fees paid to Cross Insurance Wakefield, Inc. for plan year 2025, per Schedule A Part 1.

Where is Cross Insurance Wakefield, Inc. located?

Cross Insurance Wakefield, Inc. is based in Wakefield, MA and has employer clients in 6 states.

Benefits Intelligence/Broker Directory/Massachusetts

Cross Insurance Wakefield, Inc.

Wakefield, MA

Cross Insurance Wakefield, Inc. of Wakefield, MA is the broker of record on 21 Form 5500 Schedule A filings covering 18 employer benefit plans across 6 states, with $391,114 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$391,114

plan year 2025

Reported fees

$170,003

Quick answer

Cross Insurance Wakefield, Inc. (Wakefield, MA) is the broker of record for 18 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cross Insurance Wakefield, Inc. have?: Cross Insurance Wakefield, Inc. is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 6 states.
Who are Cross Insurance Wakefield, Inc.'s largest employer clients?: By plan participants, the largest include The Business Council Of New York State, Inc. Insurance Fund (150,644 participants), Association Of Community Service Agents, Inc. (54,087 participants) and Boston Insurance Employee Benefit Trust - Dfe (49,304 participants).
How much does Cross Insurance Wakefield, Inc. earn in commissions?: Insurers reported $391,114 in broker commissions and $170,003 in fees paid to Cross Insurance Wakefield, Inc. for plan year 2025, per Schedule A Part 1.
Where is Cross Insurance Wakefield, Inc. located?: Cross Insurance Wakefield, Inc. is based in Wakefield, MA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cross Insurance Wakefield, 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
The Business Council Of New York State, Inc. Insurance Fund	NY	150,644	2025-12-31
Association Of Community Service Agents, Inc.	CT	54,087	2024-12-31
Boston Insurance Employee Benefit Trust - Dfe	CT	49,304	2025-12-31

15 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.