Benefits broker of record · FARMINGTON, CT
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC of FARMINGTON, CT is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
10 contracts on file name KESTRA INVESTMENT SERVICES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
KESTRA INVESTMENT SERVICES LLC brokers 10 insured contracts for 10 employers, across 4 states, led by CT, NY, MA.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| EAST BAY COMMUNITY ACTION PROGRAM, INC. | NEWPORT, RI | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| VERA INSTITUTE OF JUSTICE, INC. | BROOKLYN, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| AGESPAN, INC. | LAWRENCE, MA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. | JEWETT CITY, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BRIDGES HEALTHCARE, INC. | MILFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
more employers in KESTRA INVESTMENT SERVICES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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