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Benefits Intelligence/Broker Directory/Massachusetts

Kerry Anne O'Connell

Holyoke, MA

Kerry Anne O'Connell of Holyoke, MA is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $3,471 in reported broker commissions (plan year 2014).

Employer clients
3
distinct plan sponsors
Schedule A filings
8
States served
3
Reported commissions
$3,471
plan year 2014
Reported fees
$468

Employer clients

Plan sponsors naming Kerry Anne O'Connell 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
Adams Fairacre Farms, Inc.NY2922014-01-31
Mid-Hudson Valley FcuNY1822012-12-31
United BankCT02014-12-31

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.