How many employer clients does Delta Financial Insurance Brokerage have?

Delta Financial Insurance Brokerage is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Delta Financial Insurance Brokerage's largest employer clients?

By plan participants, the largest include Texas National Bank (186 participants).

How much does Delta Financial Insurance Brokerage earn in commissions?

Insurers reported $6,145 in broker commissions paid to Delta Financial Insurance Brokerage for plan year 2025, per Schedule A Part 1.

Where is Delta Financial Insurance Brokerage located?

Delta Financial Insurance Brokerage is based in Bolton, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Delta Financial Insurance Brokerage

Bolton, MA

Delta Financial Insurance Brokerage of Bolton, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $6,145 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$6,145

plan year 2025

Quick answer

Delta Financial Insurance Brokerage (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 Brokerage have?: Delta Financial Insurance Brokerage is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Delta Financial Insurance Brokerage's largest employer clients?: By plan participants, the largest include Texas National Bank (186 participants).
How much does Delta Financial Insurance Brokerage earn in commissions?: Insurers reported $6,145 in broker commissions paid to Delta Financial Insurance Brokerage for plan year 2025, per Schedule A Part 1.
Where is Delta Financial Insurance Brokerage located?: Delta Financial Insurance Brokerage is based in Bolton, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Delta Financial Insurance Brokerage 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
Texas National Bank	TX	186	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.