Loretta Ho Sherblom Ins Agency Inc
Concord, MA
Loretta Ho Sherblom Ins Agency Inc of Concord, MA is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans, with $367,780 in reported broker commissions (plan year 2025).
Quick answer
Loretta Ho Sherblom Ins Agency Inc (Concord, MA) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Loretta Ho Sherblom Ins Agency Inc have?
- Loretta Ho Sherblom Ins Agency Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Loretta Ho Sherblom Ins Agency Inc's largest employer clients?
- By plan participants, the largest include Commonwealth Care Alliance (1,642 participants), Ocular Therapeutix, Inc (268 participants) and Apogee Therapeutics, Inc. (196 participants).
- How much does Loretta Ho Sherblom Ins Agency Inc earn in commissions?
- Insurers reported $367,780 in broker commissions and $52,557 in fees paid to Loretta Ho Sherblom Ins Agency Inc for plan year 2025, per Schedule A Part 1.
- Where is Loretta Ho Sherblom Ins Agency Inc located?
- Loretta Ho Sherblom Ins Agency Inc is based in Concord, MA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Loretta Ho Sherblom Ins Agency 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 |
|---|---|---|---|
| Commonwealth Care Alliance | MA | 1,642 | 2024-12-31 |
| Ocular Therapeutix, Inc | MA | 268 | 2024-12-31 |
| Apogee Therapeutics, Inc. | MA | 196 | 2024-12-31 |
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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.