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Benefits Intelligence/Broker Directory/Massachusetts

Fidelity Management & Research Co

Boston, MA

Fidelity Management & Research Co of Boston, MA is the broker of record on 260 Form 5500 Schedule A filings covering 180 employer benefit plans across 35 states, with $112 in reported broker commissions (plan year 2014).

Employer clients
180
distinct plan sponsors
Schedule A filings
260
States served
35
Reported commissions
$112
plan year 2014
Reported fees
$19,218

Employer clients

Plan sponsors naming Fidelity Management & Research 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
Davidson Hotel Company LLCTN5,3562012-12-31
Richard Design Services, Inc.TX1,2782013-12-31
Alaskan Prof. Employer Services Dba Swan Employer ServicesAK1,0822013-12-31
177 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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Other benefits brokers in Massachusetts

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.