How many employer clients does Setaway LLC have?

Setaway LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 5 states.

Who are Setaway LLC's largest employer clients?

By plan participants, the largest include Casella Construction, Inc. (198 participants) and Heritage Enterprises (3 participants).

How much does Setaway LLC earn in commissions?

Insurers reported $8,975 in broker commissions and $80,729 in fees paid to Setaway LLC for plan year 2025, per Schedule A Part 1.

Where is Setaway LLC located?

Setaway LLC is based in Bedford, NH and has employer clients in 5 states.

How does Setaway LLC rank among benefits brokers in New Hampshire?

Setaway LLC ranks #16 by employer clients among the 50 most active benefits brokers based in New Hampshire.

Benefits Intelligence/Broker Directory/New Hampshire

Setaway LLC

Bedford, NH

Setaway LLC of Bedford, NH is the broker of record on 15 Form 5500 Schedule A filings covering 10 employer benefit plans across 5 states, with $8,975 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$8,975

plan year 2025

Reported fees

$80,729

Quick answer

Setaway LLC (Bedford, NH) is the broker of record for 10 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Setaway LLC have?: Setaway LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 5 states.
Who are Setaway LLC's largest employer clients?: By plan participants, the largest include Casella Construction, Inc. (198 participants) and Heritage Enterprises (3 participants).
How much does Setaway LLC earn in commissions?: Insurers reported $8,975 in broker commissions and $80,729 in fees paid to Setaway LLC for plan year 2025, per Schedule A Part 1.
Where is Setaway LLC located?: Setaway LLC is based in Bedford, NH and has employer clients in 5 states.
How does Setaway LLC rank among benefits brokers in New Hampshire?: Setaway LLC ranks #16 by employer clients among the 50 most active benefits brokers based in New Hampshire.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Setaway 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
Casella Construction, Inc.	VT	198	2025-12-31
Heritage Enterprises	NH	3	2025-12-31

8 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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Other benefits brokers in New Hampshire

Combined Services LLC: 207 employer clients, $678,328 reported commissions (Concord)
Cronin Gervino & Warlick, Inc.: 106 employer clients, $4,292,870 reported commissions (Auburn)
Cgi Business Solutions: 31 employer clients, $2,939,814 reported commissions (Auburn)
Ashley Follis: 31 employer clients, $45,406 reported commissions (Durham)
Combined Services Limited Liability: 33 employer clients, $338,159 reported commissions (Concord)
Combined Services LLC Dba Csone Ben: 25 employer clients, $13,204 reported commissions (Concord)
Jason C Shapiro: 17 employer clients, $8,364 reported commissions (Litchfield)
Retirement Solution Group: 16 employer clients, $11,862 reported commissions (Portsmouth)

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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.