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Benefits Intelligence/Broker Directory/Vermont

Pension Works, Inc.

Colchester, VT

Pension Works, Inc. of Colchester, VT is the broker of record on 181 Form 5500 Schedule A filings covering 58 employer benefit plans across 9 states, with $1,223 in reported broker commissions (plan year 2021).

Employer clients
58
distinct plan sponsors
Schedule A filings
181
States served
9
Reported commissions
$1,223
plan year 2021
Reported fees
$663,566

Employer clients

Plan sponsors naming Pension Works, 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
Camoplast Rockland, Ltd.NY7402013-12-31
Land Air Express Of New England, Ltd.VT6512011-12-31
Exo-S Us LLCIN2752019-12-31
55 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.