How many employer clients does Small Business Insurance Agency have?

Small Business Insurance Agency is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.

Who are Small Business Insurance Agency's largest employer clients?

By plan participants, the largest include Unified2 Global Packaging Group LLC (1,113 participants), Mary Ann Morse Healthcare Corp. (210 participants) and Veterans Inc. (166 participants).

How much does Small Business Insurance Agency earn in commissions?

Insurers reported $255,222 in broker commissions and $33,558 in fees paid to Small Business Insurance Agency for plan year 2025, per Schedule A Part 1.

Where is Small Business Insurance Agency located?

Small Business Insurance Agency is based in Worcester, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Small Business Insurance Agency

Worcester, MA

Small Business Insurance Agency of Worcester, MA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans, with $255,222 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$255,222

plan year 2025

Reported fees

$33,558

Quick answer

Small Business Insurance Agency (Worcester, MA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Small Business Insurance Agency have?: Small Business Insurance Agency is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Small Business Insurance Agency's largest employer clients?: By plan participants, the largest include Unified2 Global Packaging Group LLC (1,113 participants), Mary Ann Morse Healthcare Corp. (210 participants) and Veterans Inc. (166 participants).
How much does Small Business Insurance Agency earn in commissions?: Insurers reported $255,222 in broker commissions and $33,558 in fees paid to Small Business Insurance Agency for plan year 2025, per Schedule A Part 1.
Where is Small Business Insurance Agency located?: Small Business Insurance Agency is based in Worcester, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Small Business Insurance Agency 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
Unified2 Global Packaging Group LLC	MA	1,113	2025-05-31
Mary Ann Morse Healthcare Corp.	MA	210	2025-12-31
Veterans Inc.	MA	166	2025-06-30

1 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.