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Benefits Intelligence/Broker Directory/Massachusetts

Fidelity Health Insurance Services

Boston, MA

Fidelity Health Insurance Services of Boston, MA is the broker of record on 45 Form 5500 Schedule A filings covering 28 employer benefit plans across 14 states, with $2,290,045 in reported broker commissions (plan year 2025).

Employer clients
28
distinct plan sponsors
Schedule A filings
45
States served
14
Reported commissions
$2,290,045
plan year 2025
Reported fees
$613,835

Quick answer

Fidelity Health Insurance Services (Boston, MA) is the broker of record for 28 employer benefit plan sponsors on 45 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Fidelity Health Insurance Services have?
Fidelity Health Insurance Services is named as broker on Form 5500 Schedule A filings for 28 distinct plan sponsors in 14 states.
Who are Fidelity Health Insurance Services's largest employer clients?
By plan participants, the largest include First Student, Inc. (50,777 participants), Fmr LLC (17,140 participants) and Eastman Chemical Company (9,653 participants).
How much does Fidelity Health Insurance Services earn in commissions?
Insurers reported $2.3 million in broker commissions and $613,835 in fees paid to Fidelity Health Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Fidelity Health Insurance Services located?
Fidelity Health Insurance Services is based in Boston, MA and has employer clients in 14 states.
How does Fidelity Health Insurance Services rank among benefits brokers in Massachusetts?
Fidelity Health Insurance Services ranks #34 by employer clients among the 50 most active benefits brokers based in Massachusetts.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Fidelity Health Insurance Services 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
First Student, Inc.OH50,7772025-12-31
Fmr LLCMA17,1402025-12-31
Eastman Chemical CompanyTN9,6532025-12-31
25 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.