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Benefits Intelligence/Broker Directory/Massachusetts

Teague Financial Insurance Services

La Mesa, MA

Teague Financial Insurance Services of La Mesa, MA is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $185,940 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$185,940
plan year 2025

Quick answer

Teague Financial Insurance Services (La Mesa, MA) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Teague Financial Insurance Services have?
Teague Financial Insurance Services is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Teague Financial Insurance Services's largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants), La Jolla Beach & Tennis Club, Inc. (193 participants) and Walter Dorwin Teague Associates Inc (162 participants).
How much does Teague Financial Insurance Services earn in commissions?
Insurers reported $185,940 in broker commissions paid to Teague Financial Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Teague Financial Insurance Services located?
Teague Financial Insurance Services is based in La Mesa, MA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Teague Financial Insurance Services 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,6972025-12-31
La Jolla Beach & Tennis Club, Inc.CA1932025-10-31
Walter Dorwin Teague Associates IncWA1622025-12-31
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.