Benefits broker of record · QUINCY, MA
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC of QUINCY, MA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
Book profile
KESTRA INVESTMENT SERVICES LLC brokers 4 insured contracts for 4 employers, across 2 states, led by CT, MA.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 50%); MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY follow.
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 |
|---|---|---|---|
| BRIDGES HEALTHCARE, INC. | MILFORD, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MCCARTHY, MAMBRO, BERTINO, LLC | BOSTON, MA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| VPNE PARKING SOLUTIONS, LLC | HINGHAM, MA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| WHITNEY CENTER, INC. | HAMDEN, CT | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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