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Benefits Intelligence/Broker Directory/Massachusetts

Matthew O'Brien

Braintree, MA

Matthew O'Brien of Braintree, MA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $19,165 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$19,165
plan year 2024
Reported fees
$6,927

Employer clients

Plan sponsors naming Matthew O'Brien 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
Smith CollegeMA1,9032024-12-31
Viability, Inc.MA4932025-06-30
Work, Inc.MA4452024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.