Form 5500 · Employee benefit plan · BEVERLY, MA
BROOKWOOD FINANCIAL PARTNERS
BROOKWOOD FINANCIAL PARTNERS of BEVERLY, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL NE LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3190521 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 300 | November | $33,617 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 87 | November | $6,973 |
| VISION SERVICE PLAN | Vision | 73 | November | $643 |
Questions
Who is BROOKWOOD FINANCIAL PARTNERS's benefits broker?
Per its most recent Form 5500 Schedule A, BROOKWOOD FINANCIAL PARTNERS's broker of record is HUB INTERNATIONAL NE LLC.
What insurance carrier does BROOKWOOD FINANCIAL PARTNERS use?
BROOKWOOD FINANCIAL PARTNERS's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 3 disclosed carriers.
When does BROOKWOOD FINANCIAL PARTNERS's group plan renew?
The most recent Schedule A policy period for BROOKWOOD FINANCIAL PARTNERS ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BROOKWOOD FINANCIAL PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.