Professional Pension
Wallingford, CT
Professional Pension of Wallingford, CT is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $39,143 in reported broker commissions (plan year 2025).
Quick answer
Professional Pension (Wallingford, CT) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Professional Pension have?
- Professional Pension is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Professional Pension's largest employer clients?
- By plan participants, the largest include Boston Insurance Employee Benefit Trust - Dfe (49,304 participants), Jennison Associates LLC (389 participants) and Consulting Engineering Services (175 participants).
- How much does Professional Pension earn in commissions?
- Insurers reported $39,143 in broker commissions and $5,696 in fees paid to Professional Pension for plan year 2025, per Schedule A Part 1.
- Where is Professional Pension located?
- Professional Pension is based in Wallingford, CT and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Professional Pension 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 |
|---|---|---|---|
| Boston Insurance Employee Benefit Trust - Dfe | CT | 49,304 | 2025-12-31 |
| Jennison Associates LLC | NY | 389 | 2025-12-31 |
| Consulting Engineering Services | CT | 175 | 2025-12-31 |
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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.