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Benefits Intelligence/Broker Directory/Massachusetts

Wells Fargo Advisors Ins Agcy LLC D

Worcester, MA

Wells Fargo Advisors Ins Agcy LLC D of Worcester, MA is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans, with $199,640 in reported broker commissions (plan year 2012).

Employer clients
9
distinct plan sponsors
Schedule A filings
15
States served
1
Reported commissions
$199,640
plan year 2012

Employer clients

Plan sponsors naming Wells Fargo Advisors Ins Agcy LLC D 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
Itradenetwork, Inc.CA1732010-12-31
D & D Gear, Inc.CA1382012-12-31
Composites Horizons Inc.CA1252012-12-31
6 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.