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Benefits Intelligence/Broker Directory/Massachusetts

Partners Fin Ins Agency Inc

Boston, MA

Partners Fin Ins Agency Inc of Boston, MA is the broker of record on 20 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $652,686 in reported broker commissions (plan year 2023).

Employer clients
5
distinct plan sponsors
Schedule A filings
20
States served
2
Reported commissions
$652,686
plan year 2023
Reported fees
$187,067

Employer clients

Plan sponsors naming Partners Fin 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.

EmployerStateParticipantsPlan year end
Foley Hoag LLPMA4412015-06-30
Goulston & Storrs PcMA4062022-12-31
Nutter Mcclennen & Fish LLPMA2812013-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.