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Benefits Intelligence/Broker Directory/Massachusetts

Partners Financial

Cambridge, MA

Partners Financial of Cambridge, MA is the broker of record on 17 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $1,095,513 in reported broker commissions (plan year 2013).

Employer clients
6
distinct plan sponsors
Schedule A filings
17
States served
3
Reported commissions
$1,095,513
plan year 2013
Reported fees
$144,820

Employer clients

Plan sponsors naming Partners Financial 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
Bingham Mccutchen LLPMA1,9192013-12-31
Education Management SystemsCA2732010-11-30
Nutter Mcclennen & Fish LLPMA2262012-12-31
3 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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Other benefits brokers in Massachusetts

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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.