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Benefits Intelligence/Broker Directory/Massachusetts

First American Insurance Underwrite

Needham, MA

First American Insurance Underwrite of Needham, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $42,613 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$42,613
plan year 2025

Quick answer

First American Insurance Underwrite (Needham, 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 First American Insurance Underwrite have?
First American Insurance Underwrite is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are First American Insurance Underwrite's largest employer clients?
By plan participants, the largest include Wellington Management Company LLP (1,959 participants).
How much does First American Insurance Underwrite earn in commissions?
Insurers reported $42,613 in broker commissions paid to First American Insurance Underwrite for plan year 2025, per Schedule A Part 1.
Where is First American Insurance Underwrite located?
First American Insurance Underwrite is based in Needham, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming First American Insurance Underwrite 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
Wellington Management Company LLPMA1,9592025-12-31

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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.