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Benefits Intelligence/Broker Directory/Massachusetts

Independent John Foley

Plymouth, MA

Independent John Foley of Plymouth, MA is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $7,603 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$7,603
plan year 2024

Quick answer

Independent John Foley (Plymouth, MA) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Independent John Foley have?
Independent John Foley is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Independent John Foley's largest employer clients?
By plan participants, the largest include Cheer Pack N.A. (181 participants) and Habilitation Assistance Corporation (90 participants).
How much does Independent John Foley earn in commissions?
Insurers reported $7,603 in broker commissions paid to Independent John Foley for plan year 2024, per Schedule A Part 1.
Where is Independent John Foley located?
Independent John Foley is based in Plymouth, MA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Independent John Foley 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
Cheer Pack N.A.MA1812024-12-31
Habilitation Assistance CorporationMA902025-06-30

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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.