How many employer clients does Phri LLC have?

Phri LLC is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 12 states.

Who are Phri LLC's largest employer clients?

By plan participants, the largest include Sequoia One Peo, LLC (34,085 participants), Worksmart Systems, Inc. (10,616 participants) and Trion Solutions, Inc (7,295 participants).

How much does Phri LLC earn in commissions?

Insurers reported $463,166 in broker commissions and $286,311 in fees paid to Phri LLC for plan year 2025, per Schedule A Part 1.

Where is Phri LLC located?

Phri LLC is based in Hopkinton, MA and has employer clients in 12 states.

Benefits Intelligence/Broker Directory/Massachusetts

Phri LLC

Hopkinton, MA

Phri LLC of Hopkinton, MA is the broker of record on 18 Form 5500 Schedule A filings covering 15 employer benefit plans across 12 states, with $463,166 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$463,166

plan year 2025

Reported fees

$286,311

Quick answer

Phri LLC (Hopkinton, MA) is the broker of record for 15 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Phri LLC have?: Phri LLC is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 12 states.
Who are Phri LLC's largest employer clients?: By plan participants, the largest include Sequoia One Peo, LLC (34,085 participants), Worksmart Systems, Inc. (10,616 participants) and Trion Solutions, Inc (7,295 participants).
How much does Phri LLC earn in commissions?: Insurers reported $463,166 in broker commissions and $286,311 in fees paid to Phri LLC for plan year 2025, per Schedule A Part 1.
Where is Phri LLC located?: Phri LLC is based in Hopkinton, MA and has employer clients in 12 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Phri LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Sequoia One Peo, LLC	AZ	34,085	2025-06-30
Worksmart Systems, Inc.	IN	10,616	2025-12-31
Trion Solutions, Inc	MI	7,295	2024-12-31

12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.