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Benefits Intelligence/Broker Directory/Massachusetts

Sapers & Wallack Ins Agency

Newton, MA

Sapers & Wallack Ins Agency of Newton, MA is the broker of record on 65 Form 5500 Schedule A filings covering 25 employer benefit plans across 3 states, with $1,349,971 in reported broker commissions (plan year 2024).

Employer clients
25
distinct plan sponsors
Schedule A filings
65
States served
3
Reported commissions
$1,349,971
plan year 2024
Reported fees
$149,527

Employer clients

Plan sponsors naming Sapers & Wallack Ins Agency 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
Altra Industrial Motion, Inc.MA2,9912011-12-31
Kronos IncorporatedMA2,3852010-12-31
Community Teamwork, Inc.MA9022007-12-31
22 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.