How many employer clients does David Mcgeary have?

David Mcgeary is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.

Who are David Mcgeary's largest employer clients?

By plan participants, the largest include Valley Health Systems, Inc. (1,242 participants), Center For School Crisis Intervention And Assessment, Inc. (399 participants) and Way Finders, Inc. (311 participants).

How much does David Mcgeary earn in commissions?

Insurers reported $7,178 in broker commissions and $300 in fees paid to David Mcgeary for plan year 2025, per Schedule A Part 1.

Where is David Mcgeary located?

David Mcgeary is based in Longmeadow, MA.

Benefits Intelligence/Broker Directory/Massachusetts

David Mcgeary

Longmeadow, MA

David Mcgeary of Longmeadow, MA is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans, with $7,178 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$7,178

plan year 2025

Reported fees

$300

Quick answer

David Mcgeary (Longmeadow, MA) is the broker of record for 3 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Mcgeary have?: David Mcgeary is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are David Mcgeary's largest employer clients?: By plan participants, the largest include Valley Health Systems, Inc. (1,242 participants), Center For School Crisis Intervention And Assessment, Inc. (399 participants) and Way Finders, Inc. (311 participants).
How much does David Mcgeary earn in commissions?: Insurers reported $7,178 in broker commissions and $300 in fees paid to David Mcgeary for plan year 2025, per Schedule A Part 1.
Where is David Mcgeary located?: David Mcgeary is based in Longmeadow, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Mcgeary 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
Valley Health Systems, Inc.	MA	1,242	2025-12-31
Center For School Crisis Intervention And Assessment, Inc.	MA	399	2025-10-31
Way Finders, Inc.	MA	311	2025-06-30

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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.