Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

Massachusetts Financial Services In

Boston, MA

Massachusetts Financial Services In of Boston, MA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $45,925 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$45,925
plan year 2025
Reported fees
$1,530

Quick answer

Massachusetts Financial Services In (Boston, MA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Massachusetts Financial Services In have?
Massachusetts Financial Services In is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Massachusetts Financial Services In's largest employer clients?
By plan participants, the largest include Connecticut Online Computer Center (699 participants), Cambridge Savings Bank (481 participants) and Avidia Bank (248 participants).
How much does Massachusetts Financial Services In earn in commissions?
Insurers reported $45,925 in broker commissions and $1,530 in fees paid to Massachusetts Financial Services In for plan year 2025, per Schedule A Part 1.
Where is Massachusetts Financial Services In located?
Massachusetts Financial Services In is based in Boston, MA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Massachusetts Financial Services In 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
Connecticut Online Computer CenterCT6992025-12-31
Cambridge Savings BankMA4812025-12-31
Avidia BankMA2482025-12-31

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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.