Fidelity Investments Tax-Exempt Ser
Boston, MA
Fidelity Investments Tax-Exempt Ser of Boston, MA is the broker of record on 47 Form 5500 Schedule A filings covering 22 employer benefit plans across 14 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Fidelity Investments Tax-Exempt Ser (Boston, MA) is the broker of record for 22 employer benefit plan sponsors on 47 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Fidelity Investments Tax-Exempt Ser have?
- Fidelity Investments Tax-Exempt Ser is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 14 states.
- Who are Fidelity Investments Tax-Exempt Ser's largest employer clients?
- By plan participants, the largest include Sentara Health (34,126 participants), Cook Children'S Health Care System (10,142 participants) and Vanderbilt University (8,395 participants).
- Where is Fidelity Investments Tax-Exempt Ser located?
- Fidelity Investments Tax-Exempt Ser is based in Boston, MA and has employer clients in 14 states.
- How does Fidelity Investments Tax-Exempt Ser rank among benefits brokers in Massachusetts?
- Fidelity Investments Tax-Exempt Ser ranks #41 by employer clients among the 50 most active benefits brokers based in Massachusetts.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Fidelity Investments Tax-Exempt Ser 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 |
|---|---|---|---|
| Sentara Health | VA | 34,126 | 2025-12-31 |
| Cook Children'S Health Care System | TX | 10,142 | 2024-12-31 |
| Vanderbilt University | TN | 8,395 | 2025-12-31 |
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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.