How many employer clients does David Scott Hallett have?

David Scott Hallett is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.

Who are David Scott Hallett's largest employer clients?

By plan participants, the largest include Accession Risk Management Group, Inc. (5,142 participants), Artera Services Holdco, LLC (3,968 participants) and Patelco Credit Union (802 participants).

How much does David Scott Hallett earn in commissions?

Insurers reported $2,564 in broker commissions paid to David Scott Hallett for plan year 2025, per Schedule A Part 1.

Where is David Scott Hallett located?

David Scott Hallett is based in Winchester, MA and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Massachusetts

David Scott Hallett

Winchester, MA

David Scott Hallett of Winchester, MA is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $2,564 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$2,564

plan year 2025

Quick answer

David Scott Hallett (Winchester, MA) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does David Scott Hallett have?: David Scott Hallett is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are David Scott Hallett's largest employer clients?: By plan participants, the largest include Accession Risk Management Group, Inc. (5,142 participants), Artera Services Holdco, LLC (3,968 participants) and Patelco Credit Union (802 participants).
How much does David Scott Hallett earn in commissions?: Insurers reported $2,564 in broker commissions paid to David Scott Hallett for plan year 2025, per Schedule A Part 1.
Where is David Scott Hallett located?: David Scott Hallett is based in Winchester, MA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming David Scott Hallett 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
Accession Risk Management Group, Inc.	MA	5,142	2025-12-31
Artera Services Holdco, LLC	GA	3,968	2025-12-31
Patelco Credit Union	CA	802	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start now Book a 15-min walkthrough

Other benefits brokers in Massachusetts

Rsc Insurance Brokerage Inc: 666 employer clients, $46,435,691 reported commissions (Boston)
Marsh Usa LLC: 301 employer clients, $57,467,525 reported commissions (Boston)
Strategic Non-Medical Solutions LLC: 305 employer clients, $45,449,373 reported commissions (Boston)
Indigo Insurance Services: 345 employer clients, $2,975,865 reported commissions (Worcester)
Mml Insurance Agency LLC: 209 employer clients, $5,392,054 reported commissions (Springfield)
Hub International New England LLC: 189 employer clients, $10,656,169 reported commissions (Wilmington)
Brown & Brown Of Massachusetts LLC: 157 employer clients, $20,645,448 reported commissions (Dedham)
Strategic Non-Medical Solution: 208 employer clients, $3,454,029 reported commissions (Boston)

All brokers in Massachusetts →

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.