Fundz
Fundz
Benefits Intelligence/Broker Directory/Vermont

Richards, Inc.

Brattleboro, VT

Richards, Inc. of Brattleboro, VT is the broker of record on 83 Form 5500 Schedule A filings covering 68 employer benefit plans across 5 states, with $1,418,459 in reported broker commissions (plan year 2025).

Employer clients
68
distinct plan sponsors
Schedule A filings
83
States served
5
Reported commissions
$1,418,459
plan year 2025
Reported fees
$333,708

Quick answer

Richards, Inc. (Brattleboro, VT) is the broker of record for 68 employer benefit plan sponsors on 83 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Richards, Inc. have?
Richards, Inc. is named as broker on Form 5500 Schedule A filings for 68 distinct plan sponsors in 5 states.
Who are Richards, Inc.'s largest employer clients?
By plan participants, the largest include Aspire Living & Learning Inc (866 participants), Red River Technology LLC (693 participants) and Norwich University (660 participants).
How much does Richards, Inc. earn in commissions?
Insurers reported $1.4 million in broker commissions and $333,708 in fees paid to Richards, Inc. for plan year 2025, per Schedule A Part 1.
Where is Richards, Inc. located?
Richards, Inc. is based in Brattleboro, VT and has employer clients in 5 states.
How does Richards, Inc. rank among benefits brokers in Vermont?
Richards, Inc. ranks #1 by employer clients among the 50 most active benefits brokers based in Vermont.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Richards, 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
Aspire Living & Learning IncVT8662025-12-31
Red River Technology LLCNH6932024-12-31
Norwich UniversityVT6602025-12-31
65 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.