Loading Unbrokered…
Loading Unbrokered…
167 insurance / financial services employers in Massachusetts have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $23 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Massachusetts employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| FMR LLC | Insurance / Financial Services | Self-funded | 69K | 2024 | Disclosed |
| LIBERTY MUTUAL GROUP INC. | Insurance / Financial Services | Self-funded | 32K | 2024 | Disclosed |
| SANTANDER HOLDINGS USA, INC. | Insurance / Financial Services | Self-funded | 11K | 2024 | Disclosed |
| MASSACHUSETTS BANKERS ASSOCIATION INC. | Insurance / Financial Services | Self-funded | 10K | 2025 | Disclosed |
| MASS BANKERS ASSOC GROUP INS TRUST | Insurance / Financial Services | Self-funded | 10K | 2022 | Disclosed |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 7.4K | 2024 | Disclosed |
| SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. | Insurance / Financial Services | Self-funded | 5.9K | 2025 | Disclosed |
| ACCESSION RISK MANAGEMENT GROUP, INC. | Insurance / Financial Services | Self-funded | 5.1K | 2025 | Disclosed |
| THE HANOVER INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 4.9K | 2024 | Disclosed |
| THE MANUFACTURERS INVESTMENT CORPORATION | Insurance / Financial Services | Self-funded | 4.9K | 2024 | Disclosed |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Insurance / Financial Services | Self-funded | 4.5K | 2024 | Disclosed |
| POINT32HEALTH SERVICES, INC. | Insurance / Financial Services | Self-funded | 4.2K | 2024 | Disclosed |
| RSC INSURANCE BROKERAGE, INC. | Insurance / Financial Services | Self-funded | 4K | 2022 | Disclosed |
| COMPUTERSHARE US SERVICES INC. | Insurance / Financial Services | Self-funded | 3.3K | 2024 | Disclosed |
| DEVOTED HEALTH, INC. | Insurance / Financial Services | Self-funded | 2.4K | 2025 | Disclosed |
| ARBELLA MUTUAL INSURANCE GROUP | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| WELLINGTON MANAGEMENT COMPANY LLP | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| HARBOURVEST PARTNERS, LLC | Insurance / Financial Services | Fully insured | 1.9K | 2024 | Disclosed |
| MAPFRE U.S.A. CORP. | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| EASTERN BANK | Insurance / Financial Services | Self-funded | 1.9K | 2025 | Disclosed |
| DENTAQUEST | Insurance / Financial Services | Self-funded | 1.7K | 2022 | Disclosed |
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| PLYMOUTH ROCK ASSURANCE CORPORATION | Insurance / Financial Services | Self-funded | 1.6K | 2024 | Disclosed |
| DIGITAL FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 1.6K | 2025 | Disclosed |
| BAIN CAPITAL, LP | Insurance / Financial Services | Self-funded | 1.4K | 2025 | Disclosed |
| COMMONWEALTH EQUITY SERVICES, LLC | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| AGERO, INC. | Insurance / Financial Services | Self-funded | 1.3K | 2025 | Disclosed |
| PUTNAM INVESTMENTS, LLC | Insurance / Financial Services | Self-funded | 1.3K | 2023 | Disclosed |
| TRUSTEES - UGSOA HEALTH AND WELFARE FUND | Insurance / Financial Services | Self-funded | 1.2K | 2024 | Disclosed |
| BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 1K | 2025 | Disclosed |
| BROOKLINE BANCORP, INC. | Insurance / Financial Services | Self-funded | 1K | 2024 | Disclosed |
| NATIXIS INVESTMENT MANAGERS, LLC | Insurance / Financial Services | Self-funded | 906 | 2023 | Disclosed |
| NATIXIS INVESTMENT MANAGERS, LLC | Insurance / Financial Services | Self-funded | 905 | 2025 | Disclosed |
| CAMBRIDGE ASSOCIATES, LLC | Insurance / Financial Services | Self-funded | 904 | 2025 | Disclosed |
| CIRCLE INTERNET FINANCIAL, INC. | Insurance / Financial Services | Self-funded | 816 | 2025 | Disclosed |
| BERKSHIRE GROUP, LLC | Insurance / Financial Services | Self-funded | 809 | 2025 | Disclosed |
| MUTUAL FIRE INSURANCE ASSOCIATION OF NEW ENGLAND, INC. | Insurance / Financial Services | Self-funded | 804 | 2023 | Disclosed |
| LOOMIS SAYLES AND COMPANY, LP | Insurance / Financial Services | Self-funded | 771 | 2025 | Disclosed |
| XCEEDANCE, INC. | Insurance / Financial Services | Self-funded | 765 | 2024 | Disclosed |
| SAFETY INSURANCE GROUP, INC. | Insurance / Financial Services | Self-funded | 640 | 2025 | Disclosed |
| HASTINGS EQUITY PARTNERS, LLC | Insurance / Financial Services | Fully insured | 629 | 2025 | Disclosed |
| SALEM FIVE CENTS SAVINGS BANK | Insurance / Financial Services | Self-funded | 605 | 2025 | Disclosed |
| MEDICAL PROFESSIONAL MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 536 | 2025 | Disclosed |
| ENTERPRISE ASSOCIATES, LLC | Insurance / Financial Services | Self-funded | 532 | 2024 | Disclosed |
| HEALTH PLANS, INC. | Insurance / Financial Services | Self-funded | 529 | 2024 | Disclosed |
| MIDDLESEX SAVINGS BANK | Insurance / Financial Services | Self-funded | 511 | 2025 | Disclosed |
| APTIA INSURANCE SERVICES GROUP, US, LLC | Insurance / Financial Services | Self-funded | 503 | 2024 | Disclosed |
| CAMBRIDGE SAVINGS BANK | Insurance / Financial Services | Self-funded | 481 | 2025 | Disclosed |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Insurance / Financial Services | Self-funded | 447 | 2024 | Disclosed |
| FLYWIRE CORPORATION | Insurance / Financial Services | Fully insured | 447 | 2025 | Disclosed |
| LEADER BANK, NA | Insurance / Financial Services | Fully insured | 437 | 2025 | Disclosed |
| LENDBUZZ, INC. | Insurance / Financial Services | Self-funded | 420 | 2024 | Disclosed |
| CAMBRIDGE TRUST COMPANY | Insurance / Financial Services | Fully insured | 418 | 2024 | Disclosed |
| BAYCOAST BANK | Insurance / Financial Services | Fully insured | 415 | 2024 | Disclosed |
| HARBORONE BANK | Insurance / Financial Services | Self-funded | 404 | 2023 | Disclosed |
| NEIGHBORHOOD ASSISTANCE CORP | Insurance / Financial Services | Self-funded | 404 | 2023 | Disclosed |
| HEALTH NEW ENGLAND, INC. | Insurance / Financial Services | Self-funded | 394 | 2025 | Disclosed |
| THE BRATTLE GROUP, INC. | Insurance / Financial Services | Self-funded | 383 | 2025 | Disclosed |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | Insurance / Financial Services | Self-funded | 360 | 2025 | Disclosed |
| PEOPLESBANK | Insurance / Financial Services | Self-funded | 348 | 2025 | Disclosed |
| OPENLY LLC | Insurance / Financial Services | Self-funded | 348 | 2025 | Disclosed |
| CANACCORD GENUITY, LLC | Insurance / Financial Services | Self-funded | 346 | 2025 | Disclosed |
| LEERINK PARTNERS, LLC | Insurance / Financial Services | Self-funded | 341 | 2025 | Disclosed |
| RIVER RUN BANCORP, MHC | Insurance / Financial Services | Self-funded | 340 | 2025 | Disclosed |
| METRO CREDIT UNION | Insurance / Financial Services | Self-funded | 327 | 2025 | Disclosed |
| THE ANDOVER COMPANIES | Insurance / Financial Services | Self-funded | 326 | 2025 | Disclosed |
| TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 104 H & W | Insurance / Financial Services | Self-funded | 320 | 2024 | Disclosed |
| FLORENCE BANK | Insurance / Financial Services | Fully insured | 316 | 2025 | Disclosed |
| NEPC, LLC | Insurance / Financial Services | Self-funded | 313 | 2024 | Disclosed |
| BRIGHTBRIDGE CREDIT UNION | Insurance / Financial Services | Self-funded | 308 | 2025 | Disclosed |
| NEEDHAM BANK | Insurance / Financial Services | Self-funded | 308 | 2025 | Disclosed |
| HANSCOM FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 299 | 2025 | Disclosed |
| WESTFIELD BANK | Insurance / Financial Services | Self-funded | 298 | 2025 | Disclosed |
| BOSTON MUTUAL LIFE INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 296 | 2024 | Disclosed |
| CENTURY BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 278 | 2022 | Disclosed |
| SOUTH SHORE BANK | Insurance / Financial Services | Self-funded | 276 | 2024 | Disclosed |
| QUINCY MUTUAL FIRE INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 267 | 2024 | Disclosed |
| GREYLOCK FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 262 | 2025 | Disclosed |
| HOMETAP EQUITY PARTNERS LLC | Insurance / Financial Services | Fully insured | 262 | 2024 | Disclosed |
| WORKERS FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 260 | 2025 | Disclosed |
| COUNTRY BANK FOR SAVINGS | Insurance / Financial Services | Self-funded | 255 | 2025 | Disclosed |
| XS BROKERS INSURANCE AGENCY, INC. | Insurance / Financial Services | Self-funded | 239 | 2025 | Disclosed |
| ENTERPRISE BANK AND TRUST COMPANY | Insurance / Financial Services | Fully insured | 238 | 2024 | Disclosed |
| BERKSHIRE PARTNERS, LLC | Insurance / Financial Services | Self-funded | 233 | 2025 | Disclosed |
| NORTHERN BANK & TRUST COMPANY | Insurance / Financial Services | Self-funded | 232 | 2025 | Disclosed |
| RESOLUTE MANAGEMENT INC. | Insurance / Financial Services | Self-funded | 232 | 2025 | Disclosed |
| AFFILIATED MANAGERS GROUP, INC. | Insurance / Financial Services | Self-funded | 230 | 2024 | Disclosed |
| JEANNE D'ARC CREDIT UNION | Insurance / Financial Services | Self-funded | 229 | 2025 | Disclosed |
| CORVUS INSURANCE HOLDINGS INC. | Insurance / Financial Services | Self-funded | 227 | 2024 | Disclosed |
| SCS CAPITAL MANAGEMENT | Insurance / Financial Services | Fully insured | 223 | 2025 | Disclosed |
| INCOME RESEARCH & MANAGEMENT | Insurance / Financial Services | Self-funded | 217 | 2025 | Disclosed |
| BERKSHIRE BANK | Insurance / Financial Services | Self-funded | 212 | 2025 | Disclosed |
| THE BAUPOST GROUP, L.L.C. | Insurance / Financial Services | Self-funded | 211 | 2025 | Disclosed |
| SUMMIT PARTNERS, LP | Insurance / Financial Services | Self-funded | 210 | 2025 | Disclosed |
| TA ASSOCIATES MANAGEMENT, L. P. | Insurance / Financial Services | Self-funded | 202 | 2024 | Disclosed |
| WEBSTER FIRST FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 198 | 2024 | Disclosed |
| MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION | Insurance / Financial Services | Self-funded | 192 | 2025 | Disclosed |
| PSG EQUITY L.L.C. | Insurance / Financial Services | Self-funded | 190 | 2025 | Disclosed |
| BOSTON PARTNERS GLOBAL INVESTORS, INC. | Insurance / Financial Services | Self-funded | 188 | 2025 | Disclosed |
| CORNERSTONE BANK | Insurance / Financial Services | Self-funded | 185 | 2025 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.