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Benefits Intelligence/Broker Directory/Massachusetts

Karen Angelis

Worcester, MA

Karen Angelis of Worcester, MA is the broker of record on 35 Form 5500 Schedule A filings covering 18 employer benefit plans across 3 states, with $42,017 in reported broker commissions (plan year 2021).

Employer clients
18
distinct plan sponsors
Schedule A filings
35
States served
3
Reported commissions
$42,017
plan year 2021
Reported fees
$10,947

Employer clients

Plan sponsors naming Karen Angelis 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
Steward Health Care System LLCMA4,5592016-12-31
Lawrence General HospitalMA9232017-11-30
Whittier Employee Resources, Inc.MA8892017-10-31
15 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.