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Form 5500 · Employee benefit plan · BOSTON, MA

COMMONWEALTH CARE ALLIANCE

COMMONWEALTH CARE ALLIANCE of BOSTON, MA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is HP PLANNING, 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 December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3756900 · plan 501 · as of Aug 2026

Participants
1,676
Carriers on file
5
Disclosed commissions
$141,115
Renewal month
December

Plan brief

Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., covers 2,336 people.

Reported premium across the insured contracts is $31,521,004, with $141,115 in disclosed broker commissions — about 0.4% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

HP PLANNING, LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

3 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., HARTFORD LIFE AND ACCIDENT and FIDELITY SECURITY LIFE INSURANCE COMPANY — with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Health2,336December$30,163,481$122,319
HARTFORD LIFE AND ACCIDENTLife, Disability1,342December$1,220,710$18,189
HARTFORD LIFE AND ACCIDENT1,342December$4,046$607
FIDELITY SECURITY LIFE INSURANCE COMPANYVision1,989December$131,067$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision19December$1,700$0

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