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Benefits Intelligence/Broker Directory/Massachusetts

Loretta Sherblom Dba Lhs Benefits

Concord, MA

Loretta Sherblom Dba Lhs Benefits of Concord, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $72,538 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$72,538
plan year 2024

Employer clients

Plan sponsors naming Loretta Sherblom Dba Lhs Benefits 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
Commonwealth Care AllianceMA1,6422024-12-31
Ocular Therapeutix, IncMA2682024-12-31

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.