How many employer clients does Havens & Company Inc have?

Havens & Company Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.

Who are Havens & Company Inc's largest employer clients?

By plan participants, the largest include Giant Eagle, Inc. (30,055 participants), American Electric Power Service Corporation (17,344 participants) and Montefiore Medical Center (16,715 participants).

How much does Havens & Company Inc earn in commissions?

Insurers reported $1.8 million in broker commissions and $1.5 million in fees paid to Havens & Company Inc for plan year 2025, per Schedule A Part 1.

Where is Havens & Company Inc located?

Havens & Company Inc is based in Manchester, MA and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Massachusetts

Havens & Company Inc

Manchester, MA

Havens & Company Inc of Manchester, MA is the broker of record on 15 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $1,825,265 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,825,265

plan year 2025

Reported fees

$1,504,131

Quick answer

Havens & Company Inc (Manchester, MA) is the broker of record for 5 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Havens & Company Inc have?: Havens & Company Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
Who are Havens & Company Inc's largest employer clients?: By plan participants, the largest include Giant Eagle, Inc. (30,055 participants), American Electric Power Service Corporation (17,344 participants) and Montefiore Medical Center (16,715 participants).
How much does Havens & Company Inc earn in commissions?: Insurers reported $1.8 million in broker commissions and $1.5 million in fees paid to Havens & Company Inc for plan year 2025, per Schedule A Part 1.
Where is Havens & Company Inc located?: Havens & Company Inc is based in Manchester, MA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Havens & Company Inc 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
Giant Eagle, Inc.	PA	30,055	2025-12-31
American Electric Power Service Corporation	OH	17,344	2025-12-31
Montefiore Medical Center	NY	16,715	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

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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.