How many employer clients does Bates Andrea have?

Bates Andrea is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.

Who are Bates Andrea's largest employer clients?

By plan participants, the largest include Heywood Hospital (1,706 participants) and Prx, Inc. (55 participants).

How much does Bates Andrea earn in commissions?

Insurers reported $4,038 in broker commissions paid to Bates Andrea for plan year 2025, per Schedule A Part 1.

Where is Bates Andrea located?

Bates Andrea is based in Medford, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Bates Andrea

Medford, MA

Bates Andrea of Medford, MA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $4,038 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$4,038

plan year 2025

Quick answer

Bates Andrea (Medford, MA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Bates Andrea have?: Bates Andrea is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Bates Andrea's largest employer clients?: By plan participants, the largest include Heywood Hospital (1,706 participants) and Prx, Inc. (55 participants).
How much does Bates Andrea earn in commissions?: Insurers reported $4,038 in broker commissions paid to Bates Andrea for plan year 2025, per Schedule A Part 1.
Where is Bates Andrea located?: Bates Andrea is based in Medford, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bates Andrea 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
Heywood Hospital	MA	1,706	2025-12-31
Prx, Inc.	MA	55	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.