Form 5500 · Employee benefit plan · BEDFORD, MA
CARLETON-WILLARD VILLAGE
CARLETON-WILLARD VILLAGE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC (NE). Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2105844 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health | 231 | December | $39,983 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 146 | December | $17,389 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 209 | December | $3,914 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 209 | December | $2,327 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 64 | December | $1,347 |
| VISION SERVICE PLAN | Vision | 111 | December | $1,173 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 70 | December | $69 |
Questions
Who is CARLETON-WILLARD VILLAGE's benefits broker?
Per its most recent Form 5500 Schedule A, CARLETON-WILLARD VILLAGE's broker of record is MARSH & MCLENNAN AGENCY LLC (NE).
What insurance carrier does CARLETON-WILLARD VILLAGE use?
CARLETON-WILLARD VILLAGE's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 7 disclosed carriers.
When does CARLETON-WILLARD VILLAGE's group plan renew?
The most recent Schedule A policy period for CARLETON-WILLARD VILLAGE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARLETON-WILLARD VILLAGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.