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Benefits Intelligence/Broker Directory/Massachusetts

Delta Financial Insurance

Bolton, MA

Delta Financial Insurance of Bolton, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $147 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$147
plan year 2025

Quick answer

Delta Financial Insurance (Bolton, MA) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Delta Financial Insurance have?
Delta Financial Insurance is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Delta Financial Insurance's largest employer clients?
By plan participants, the largest include Sunny Glen Children'S Home (426 participants).
How much does Delta Financial Insurance earn in commissions?
Insurers reported $147 in broker commissions paid to Delta Financial Insurance for plan year 2025, per Schedule A Part 1.
Where is Delta Financial Insurance located?
Delta Financial Insurance is based in Bolton, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Delta Financial Insurance 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
Sunny Glen Children'S HomeTX4262025-12-31

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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.