Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

Maxwell Health

Boston, MA

Maxwell Health of Boston, MA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $906 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$906
plan year 2025

Quick answer

Maxwell Health (Boston, MA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Maxwell Health have?
Maxwell Health is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Maxwell Health's largest employer clients?
By plan participants, the largest include Uhlich Childrens Advantage Network Ucan (469 participants), Boa Technology Inc. (134 participants) and Lifeworks Services, Inc.
How much does Maxwell Health earn in commissions?
Insurers reported $906 in broker commissions paid to Maxwell Health for plan year 2025, per Schedule A Part 1.
Where is Maxwell Health located?
Maxwell Health is based in Boston, MA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Maxwell Health 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
Uhlich Childrens Advantage Network UcanIL4692025-06-30
Boa Technology Inc.CO1342026-02-28
Lifeworks Services, Inc.MN02025-09-30

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Massachusetts

All brokers in Massachusetts →

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.