Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

0009k893

Boston, MA

0009k893 of Boston, MA is the broker of record on 20 Form 5500 Schedule A filings covering 16 employer benefit plans across 11 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
20
States served
11
Reported commissions
$0
plan year 2025
Reported fees
$94,029

Quick answer

0009k893 (Boston, MA) is the broker of record for 16 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does 0009k893 have?
0009k893 is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 11 states.
Who are 0009k893's largest employer clients?
By plan participants, the largest include Ksaria Corporation (794 participants), The Providence Community Health Centers, Inc. (557 participants) and Prime Ae Group, Inc. (467 participants).
Where is 0009k893 located?
0009k893 is based in Boston, MA and has employer clients in 11 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming 0009k893 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
Ksaria CorporationNH7942025-02-28
The Providence Community Health Centers, Inc.RI5572024-12-31
Prime Ae Group, Inc.OH4672024-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.