Wendy S Friree Taft
Northborough, MA
Wendy S Friree Taft of Northborough, MA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $138 in reported broker commissions (plan year 2025).
Quick answer
Wendy S Friree Taft (Northborough, MA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Wendy S Friree Taft have?
- Wendy S Friree Taft is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Wendy S Friree Taft's largest employer clients?
- By plan participants, the largest include California Closets Holding (1,529 participants), Kopin Corporation (151 participants) and Horizons For Homeless Children, Inc. (123 participants).
- How much does Wendy S Friree Taft earn in commissions?
- Insurers reported $138 in broker commissions paid to Wendy S Friree Taft for plan year 2025, per Schedule A Part 1.
- Where is Wendy S Friree Taft located?
- Wendy S Friree Taft is based in Northborough, MA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wendy S Friree Taft 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 |
|---|---|---|---|
| California Closets Holding | AZ | 1,529 | 2025-12-31 |
| Kopin Corporation | MA | 151 | 2025-06-30 |
| Horizons For Homeless Children, Inc. | MA | 123 | 2025-12-31 |
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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.