Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Equity Services, LLCbenefits

Commonwealth Equity Services, LLC Welfare Benefit Plan · WALTHAM, MA · plan year 2025

Broker compensation reported · 2025
$487,755

Commonwealth Equity Services, LLC's benefits plans covered 1,331 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $11,034,337. Insurance brokers and agents were paid $487,755 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.4% of premiums. That is $366 per covered person, above the median for employer plans that report broker pay. Broker pay fell 49% from $951,223 in 2024.

Insurance contracts · 20256
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug dental ppo$11.0M · 3,195 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug vision hmopremiums n/a · 124 covered
CCA, INC.premiums n/a · 1,633 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 82 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 1,257 covered
Brokers & agents paid · 20255
BROWN & BROWN INS SERVICES$70,342 · incl $4,882 fees
BROWN & BROWN INS. SVCS., INC.$409,306 · incl $143,627 fees
BROWN & BROWN OF FLORIDA, INC.$34 · incl $34 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 042675571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.