Plan Marketing Insurance Agency Inc
Westborough, MA
Plan Marketing Insurance Agency Inc of Westborough, MA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $207,566 in reported broker commissions (plan year 2025).
Quick answer
Plan Marketing Insurance Agency Inc (Westborough, MA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Plan Marketing Insurance Agency Inc have?
- Plan Marketing Insurance Agency Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Plan Marketing Insurance Agency Inc's largest employer clients?
- By plan participants, the largest include Wilcox Industries Corp (387 participants) and Penco Corporation (208 participants).
- How much does Plan Marketing Insurance Agency Inc earn in commissions?
- Insurers reported $207,566 in broker commissions and $111,363 in fees paid to Plan Marketing Insurance Agency Inc for plan year 2025, per Schedule A Part 1.
- Where is Plan Marketing Insurance Agency Inc located?
- Plan Marketing Insurance Agency Inc is based in Westborough, MA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plan Marketing Insurance Agency Inc 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 |
|---|---|---|---|
| Wilcox Industries Corp | NH | 387 | 2025-12-31 |
| Penco Corporation | CT | 208 | 2024-12-31 |
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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.