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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 |
|---|---|---|---|---|---|
| GW&K INVESTMENT MANAGEMENT | Insurance / Financial Services | Self-funded | 185 | 2024 | Disclosed |
| RWA WEALTH PARTNERS, LLC | Insurance / Financial Services | Self-funded | 182 | 2025 | Disclosed |
| SHARON & CRESCENT UNITED CREDIT UNION | Insurance / Financial Services | Fully insured | 176 | 2025 | Disclosed |
| CHARLESBANK CAPITAL PARTNERS, LLC | Insurance / Financial Services | Self-funded | 176 | 2024 | Disclosed |
| NORTH EASTON SAVINGS BANK | Insurance / Financial Services | Self-funded | 176 | 2025 | Disclosed |
| NORTH EASTON SAVINGS BANK | Insurance / Financial Services | Self-funded | 175 | 2023 | Disclosed |
| BANKPROV | Insurance / Financial Services | Self-funded | 172 | 2024 | Disclosed |
| DISABILITY MANAGEMENT SERVICES, INC | Insurance / Financial Services | Self-funded | 170 | 2022 | Disclosed |
| BRACEBRIDGE CAPITAL, LLC | Insurance / Financial Services | Self-funded | 168 | 2025 | Disclosed |
| TRUNORTH BANK | Insurance / Financial Services | Self-funded | 166 | 2025 | Disclosed |
| FIDELITY CO-OPERATIVE BANK | Insurance / Financial Services | Self-funded | 165 | 2024 | Disclosed |
| BANKESB | Insurance / Financial Services | Self-funded | 164 | 2025 | Disclosed |
| ASSOCIATED INSURANCE MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 163 | 2024 | Disclosed |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Insurance / Financial Services | Fully insured | 162 | 2024 | Disclosed |
| NEWBURY CORPORATION | Insurance / Financial Services | Self-funded | 160 | 2025 | Disclosed |
| GEODE CAPITAL MANAGEMENT, LLC | Insurance / Financial Services | Self-funded | 159 | 2024 | Disclosed |
| FIDUCIARY TRUST COMPANY | Insurance / Financial Services | Self-funded | 157 | 2025 | Disclosed |
| THE RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS INC | Insurance / Financial Services | Self-funded | 157 | 2025 | Disclosed |
| MORTGAGE NETWORK, INC. | Insurance / Financial Services | Self-funded | 156 | 2022 | Disclosed |
| THE VILLAGE BANK | Insurance / Financial Services | Self-funded | 153 | 2025 | Disclosed |
| THOMAS H LEE MANAGEMENT CO, LLC | Insurance / Financial Services | Self-funded | 152 | 2024 | Disclosed |
| FRED C. CHURCH, INC. | Insurance / Financial Services | Self-funded | 150 | 2021 | Disclosed |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Insurance / Financial Services | Self-funded | 143 | 2025 | Disclosed |
| ALL ONE CREDIT UNION | Insurance / Financial Services | Self-funded | 140 | 2025 | Disclosed |
| MORTGAGE EQUITY PARTNERS, LLC | Insurance / Financial Services | Fully insured | 140 | 2025 | Disclosed |
| FIRST CITIZENS' FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 138 | 2025 | Disclosed |
| AMETROS FINANCIAL CORPORATION | Insurance / Financial Services | Self-funded | 135 | 2024 | Disclosed |
| SPRING HEALTCARE COOPERATIVE INC | Insurance / Financial Services | Fully insured | 135 | 2024 | Disclosed |
| ST. MARY'S CREDIT UNION | Insurance / Financial Services | Fully insured | 133 | 2025 | Disclosed |
| ST. ANNE'S CREDIT UNION | Insurance / Financial Services | Self-funded | 133 | 2025 | Disclosed |
| HVV MASSACHUSETTS INC. | Insurance / Financial Services | Self-funded | 130 | 2024 | Disclosed |
| INSURIFY, INC | Insurance / Financial Services | Self-funded | 129 | 2025 | Disclosed |
| EAST CAMBRIDGE SAVINGS BANK | Insurance / Financial Services | Self-funded | 128 | 2025 | Disclosed |
| UMASSFIVE COLLEGE FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 128 | 2024 | Disclosed |
| MOORS & CABOT, INC | Insurance / Financial Services | Self-funded | 127 | 2025 | Disclosed |
| AMERICAN CONSUMER CREDIT COUNSELING, INC. | Insurance / Financial Services | Self-funded | 127 | 2024 | Disclosed |
| RA CAPITAL MANAGEMENT LP | Insurance / Financial Services | Self-funded | 123 | 2024 | Disclosed |
| INTERCONTINENTAL MANAGEMENT CORP. | Insurance / Financial Services | Self-funded | 122 | 2025 | Disclosed |
| POLISH NATIONAL CREDIT UNION | Insurance / Financial Services | Fully insured | 121 | 2025 | Disclosed |
| THE COOPERATIVE BANK OF CAPE COD | Insurance / Financial Services | Fully insured | 120 | 2024 | Disclosed |
| RENAISSANCE ALLIANCE INSURANCE SERVICES, LLC | Insurance / Financial Services | Fully insured | 120 | 2024 | Disclosed |
| BLUESNAP, INC. | Insurance / Financial Services | Self-funded | 119 | 2025 | Disclosed |
| WEISS ASSET MANAGEMENT LP | Insurance / Financial Services | Self-funded | 119 | 2024 | Disclosed |
| SAGAMORE PLUMBING & HEATING, INC. | Insurance / Financial Services | Self-funded | 118 | 2025 | Disclosed |
| DAVIS MANAGEMENT COMPANY, LLC | Insurance / Financial Services | Self-funded | 118 | 2025 | Disclosed |
| ALIRA HEALTH BOSTON, LLC | Insurance / Financial Services | Fully insured | 115 | 2024 | Disclosed |
| GREAT GRAY GROUP LLC | Insurance / Financial Services | Self-funded | 115 | 2025 | Disclosed |
| THE SAVINGS BANK MUTUAL LIFE INSURANCE COMPANY OF MASSACHUSETTS | Insurance / Financial Services | Self-funded | 112 | 2025 | Disclosed |
| BANKHOMETOWN | Insurance / Financial Services | Self-funded | 110 | 2025 | Disclosed |
| ALIGN CREDIT UNION | Insurance / Financial Services | Fully insured | 107 | 2024 | Disclosed |
| BATTERY MANAGEMENT CORP | Insurance / Financial Services | Fully insured | 107 | 2025 | Disclosed |
| PATIENT FUNDING ALTERNATIVES, LLC | Insurance / Financial Services | Self-funded | 104 | 2024 | Disclosed |
| WORLDREMIT | Insurance / Financial Services | Fully insured | 104 | 2024 | Disclosed |
| HARVARD MANAGEMENT COMPANY INC. | Insurance / Financial Services | Fully insured | 99 | 2024 | Disclosed |
| LOWELL FIVE CENT SAVINGS BANK | Insurance / Financial Services | Self-funded | 99 | 2025 | Disclosed |
| FREEDOM CREDIT UNION | Insurance / Financial Services | Self-funded | 97 | 2024 | Disclosed |
| I.C. FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 96 | 2025 | Disclosed |
| BRISTOL COUNTY SAVINGS BANK | Insurance / Financial Services | Self-funded | 82 | 2021 | Disclosed |
| RTN FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 77 | 2022 | Disclosed |
| THE CAPE COD FIVE CENTS SAVINGS BANK | Insurance / Financial Services | Self-funded | — | 2024 | Disclosed |
| ROGERSGRAY, INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| HARVARD PILGRIM HEALTH CARE, INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| BOSTON PRIVATE FINANCIAL HOLDINGS | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| EATON VANCE MANAGEMENT | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| BLUESTONE BANK | Insurance / Financial Services | Fully insured | — | 2022 | Disclosed |
| TRIPLUS SERVICES, INC. | Insurance / Financial Services | Self-funded | — | 2021 | Disclosed |
| FORWARD FINANCING LLC | Insurance / Financial Services | Self-funded | — | 2022 | 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.