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Benefits Intelligence/Broker Directory/Massachusetts

Caveney Insurance Group Inc

Chelmsford, MA

Caveney Insurance Group Inc of Chelmsford, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $17,346 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$17,346
plan year 2025

Quick answer

Caveney Insurance Group Inc (Chelmsford, MA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Caveney Insurance Group Inc have?
Caveney Insurance Group Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Caveney Insurance Group Inc's largest employer clients?
By plan participants, the largest include Whittier Employee Resources, Inc. (418 participants) and Essex Group Incorporated (214 participants).
How much does Caveney Insurance Group Inc earn in commissions?
Insurers reported $17,346 in broker commissions paid to Caveney Insurance Group Inc for plan year 2025, per Schedule A Part 1.
Where is Caveney Insurance Group Inc located?
Caveney Insurance Group Inc is based in Chelmsford, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Caveney Insurance Group Inc 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
Whittier Employee Resources, Inc.MA4182025-10-31
Essex Group IncorporatedMA2142025-12-31

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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.