The Richards Group
Brattleboro, VT
The Richards Group of Brattleboro, VT is the broker of record on 65 Form 5500 Schedule A filings covering 55 employer benefit plans across 6 states, with $1,123,080 in reported broker commissions (plan year 2025).
Quick answer
The Richards Group (Brattleboro, VT) is the broker of record for 55 employer benefit plan sponsors on 65 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Richards Group have?
- The Richards Group is named as broker on Form 5500 Schedule A filings for 55 distinct plan sponsors in 6 states.
- Who are The Richards Group's largest employer clients?
- By plan participants, the largest include Washington County Mental Health Services, Inc. (818 participants), Aspire Living & Learning Inc (800 participants) and Xceedance, Inc. (765 participants).
- How much does The Richards Group earn in commissions?
- Insurers reported $1.1 million in broker commissions and $435,102 in fees paid to The Richards Group for plan year 2025, per Schedule A Part 1.
- Where is The Richards Group located?
- The Richards Group is based in Brattleboro, VT and has employer clients in 6 states.
- How does The Richards Group rank among benefits brokers in Vermont?
- The Richards Group ranks #2 by employer clients among the 50 most active benefits brokers based in Vermont.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Richards Group 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 |
|---|---|---|---|
| Washington County Mental Health Services, Inc. | VT | 818 | 2024-12-31 |
| Aspire Living & Learning Inc | VT | 800 | 2024-12-31 |
| Xceedance, Inc. | MA | 765 | 2024-12-31 |
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Other benefits brokers in Vermont
- Richards, Inc.: 68 employer clients, $1,418,459 reported commissions (Brattleboro)
- Equity Services Inc: 13 employer clients, $394,283 reported commissions (Montpelier)
- Northeast Insurance Broker Services: 1 employer clients, $12,643 reported commissions (South Burlington)
- Royer-Camp And Associated Ins, Inc.: 1 employer clients, $34,829 reported commissions (Newport)
- Plan Integrity Partners, LLC: 8 employer clients (Burlington)
- Future Planning Associates, Inc.: 7 employer clients, $11,765 reported commissions (Williston)
- Brian Lessard: 2 employer clients, $1,098 reported commissions (Quechee)
- Hickok & Boardman Inc: 6 employer clients, $105,540 reported commissions (Burlington)
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.