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Benefits Intelligence/Broker Directory/Rhode Island

David Fleury

Providence, RI

David Fleury of Providence, RI is the broker of record on 190 Form 5500 Schedule A filings covering 74 employer benefit plans across 16 states, with $86,742 in reported broker commissions (plan year 2019).

Employer clients
74
distinct plan sponsors
Schedule A filings
190
States served
16
Reported commissions
$86,742
plan year 2019
Reported fees
$40,540

Employer clients

Plan sponsors naming David Fleury 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
Umass Memorial Health Care, Inc.MA7,0692009-12-31
Assa Abloy Inc.CT5,7472011-12-31
Lowe Enterprises, Inc.CA4,1402015-12-31
71 more employer clients are on this firm's record, with the month each plan comes up again. 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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.