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Benefits Intelligence/Broker Directory/Massachusetts

Gately Benefit Group

Newton, MA

Gately Benefit Group of Newton, MA is the broker of record on 19 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $268,205 in reported broker commissions (plan year 2013).

Employer clients
5
distinct plan sponsors
Schedule A filings
19
States served
4
Reported commissions
$268,205
plan year 2013
Reported fees
$1,068

Employer clients

Plan sponsors naming Gately Benefit Group 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
Ibew Loc.456 Health & Welfare FundNJ8632010-12-31
Trustees Beer Industry Local Union No. 703 Health & Welfare FundIL7312010-12-31
Island Oasis Frozen Cocktail Co IncMA3352012-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.