How many employer clients does Gw Financial LLC have?

Gw Financial LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Gw Financial LLC's largest employer clients?

By plan participants, the largest include Cnb Bank (884 participants).

How much does Gw Financial LLC earn in commissions?

Insurers reported $8,642 in broker commissions and $765 in fees paid to Gw Financial LLC for plan year 2025, per Schedule A Part 1.

Where is Gw Financial LLC located?

Gw Financial LLC is based in Reading, MA.

Benefits Intelligence/Broker Directory/Massachusetts

Gw Financial LLC

Reading, MA

Gw Financial LLC of Reading, MA is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $8,642 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$8,642

plan year 2025

Reported fees

$765

Quick answer

Gw Financial LLC (Reading, 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 Gw Financial LLC have?: Gw Financial LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Gw Financial LLC's largest employer clients?: By plan participants, the largest include Cnb Bank (884 participants).
How much does Gw Financial LLC earn in commissions?: Insurers reported $8,642 in broker commissions and $765 in fees paid to Gw Financial LLC for plan year 2025, per Schedule A Part 1.
Where is Gw Financial LLC located?: Gw Financial LLC is based in Reading, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Gw Financial 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
Cnb Bank	PA	884	2025-12-31

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Brown & Brown Of Massachusetts LLC: 157 employer clients, $20,645,448 reported commissions (Dedham)
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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.