Fidelity Health Services LLC
Boston, MA
Fidelity Health Services LLC of Boston, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $39,780 in reported broker commissions (plan year 2025).
Quick answer
Fidelity Health Services LLC (Boston, 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 Fidelity Health Services LLC have?
- Fidelity Health Services LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Fidelity Health Services LLC's largest employer clients?
- By plan participants, the largest include Summit Health Management, LLC (6,589 participants) and Posit, Pbc (278 participants).
- How much does Fidelity Health Services LLC earn in commissions?
- Insurers reported $39,780 in broker commissions and $8,584 in fees paid to Fidelity Health Services LLC for plan year 2025, per Schedule A Part 1.
- Where is Fidelity Health Services LLC located?
- Fidelity Health Services LLC is based in Boston, MA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Fidelity Health Services LLC 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 |
|---|---|---|---|
| Summit Health Management, LLC | NJ | 6,589 | 2025-12-31 |
| Posit, Pbc | MA | 278 | 2024-12-31 |
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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.