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Benefits Intelligence/Broker Directory/Massachusetts

Fidelity Inv Inst Ops Co

Boston, MA

Fidelity Inv Inst Ops Co of Boston, MA is the broker of record on 18 Form 5500 Schedule A filings covering 8 employer benefit plans across 6 states, with $54,986 in reported broker commissions (plan year 2016).

Employer clients
8
distinct plan sponsors
Schedule A filings
18
States served
6
Reported commissions
$54,986
plan year 2016
Reported fees
$251,249

Employer clients

Plan sponsors naming Fidelity Inv Inst Ops Co 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
Childrens Health CareMN5,1882016-12-31
American Society For Testing And MaterialsPA1862009-12-31
Childrens WestMN02014-12-31
5 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.