Plan Ledger DOL Form 5500 · updated monthly

The Boston Foundationbenefits

The Boston Foundation Group Benefits Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$62,322

The Boston Foundation's benefits plans covered 122 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $62,322 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $511 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 5.2% from $59,268 in 2024.

Insurance contracts · 20256
DELTA DENTAL OF MASSACHUSETTS · dentalpremiums n/a · 194 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 121 covered
HARVARD PILGRIM HEALTH CARE · health drug ppopremiums n/a · 125 covered
HARVARD PILGRIM HEALTH CARE · health drug hmopremiums n/a · 72 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 122 covered
Brokers & agents paid · 20254
BROWN & BROWN INSURANCE SERVICES IN$40,110 · incl $11,188 fees
BROWN & BROWN INSURANCE SERVICES$12,152 · incl $3,390 fees
BROWN & BROWN INSURANCE SERVICES, I$6,670 · incl $278 fees
STRATEGIC NON-MEDICAL SOLUTION$3,390 · incl $3,390 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 042104021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.