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Benefits Intelligence/Broker Directory/Massachusetts

Douglas A Swartz

Brookline, MA

Douglas A Swartz of Brookline, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $3,351 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$3,351
plan year 2025

Quick answer

Douglas A Swartz (Brookline, 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 Douglas A Swartz have?
Douglas A Swartz is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Douglas A Swartz's largest employer clients?
By plan participants, the largest include Southworth Development LLC (238 participants).
How much does Douglas A Swartz earn in commissions?
Insurers reported $3,351 in broker commissions paid to Douglas A Swartz for plan year 2025, per Schedule A Part 1.
Where is Douglas A Swartz located?
Douglas A Swartz is based in Brookline, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Douglas A Swartz 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
Southworth Development LLCMA2382025-12-31

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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.