How many employer clients does Fidelity Inv Inst Ops Co., Inc. have?

Fidelity Inv Inst Ops Co., Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.

Who are Fidelity Inv Inst Ops Co., Inc.'s largest employer clients?

By plan participants, the largest include University Of Notre Dame Du Lac (10,606 participants) and Deaconess Health System, Inc. (526 participants).

Where is Fidelity Inv Inst Ops Co., Inc. located?

Fidelity Inv Inst Ops Co., Inc. is based in Boston, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Fidelity Inv Inst Ops Co., Inc.

Boston, MA

Fidelity Inv Inst Ops Co., Inc. of Boston, MA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$155,896

Quick answer

Fidelity Inv Inst Ops Co., Inc. (Boston, MA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Fidelity Inv Inst Ops Co., Inc. have?: Fidelity Inv Inst Ops Co., Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Fidelity Inv Inst Ops Co., Inc.'s largest employer clients?: By plan participants, the largest include University Of Notre Dame Du Lac (10,606 participants) and Deaconess Health System, Inc. (526 participants).
Where is Fidelity Inv Inst Ops Co., Inc. located?: Fidelity Inv Inst Ops Co., Inc. is based in Boston, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Fidelity Inv Inst Ops Co., Inc. 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
University Of Notre Dame Du Lac	IN	10,606	2025-12-31
Deaconess Health System, Inc.	IN	526	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.