How many employer clients does Andrew D Lee have?

Andrew D Lee is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.

Who are Andrew D Lee's largest employer clients?

By plan participants, the largest include Massachusetts Mutual Life Insurance Company (13,678 participants) and Jacobs, Kleinman, Seibel And Mcnally, A Legal Professional Association (4 participants).

How much does Andrew D Lee earn in commissions?

Insurers reported $181 in broker commissions paid to Andrew D Lee for plan year 2024, per Schedule A Part 1.

Where is Andrew D Lee located?

Andrew D Lee is based in Concord, MA and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Massachusetts

Andrew D Lee

Concord, MA

Andrew D Lee of Concord, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $181 in reported broker commissions (plan year 2024).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$181

plan year 2024

Quick answer

Andrew D Lee (Concord, MA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Andrew D Lee have?: Andrew D Lee is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Andrew D Lee's largest employer clients?: By plan participants, the largest include Massachusetts Mutual Life Insurance Company (13,678 participants) and Jacobs, Kleinman, Seibel And Mcnally, A Legal Professional Association (4 participants).
How much does Andrew D Lee earn in commissions?: Insurers reported $181 in broker commissions paid to Andrew D Lee for plan year 2024, per Schedule A Part 1.
Where is Andrew D Lee located?: Andrew D Lee is based in Concord, MA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Andrew D Lee 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
Massachusetts Mutual Life Insurance Company	MA	13,678	2024-12-31
Jacobs, Kleinman, Seibel And Mcnally, A Legal Professional Association	OH	4	2024-12-31

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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.