Form 5500 · Employee benefit plan · WALTHAM, MA
COMMONWEALTH EQUITY SERVICES, LLC
Public Form 5500 records show how COMMONWEALTH EQUITY SERVICES, LLC (WALTHAM, MA) structures its employee benefits. Its broker of record is BROWN & BROWN INS SVCS INC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 5 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2675571 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 3,195 | May | $242,305 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,257 | May | $65,460 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Vision | 124 | May | $23,374 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 2,368 | May | $6,744 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 82 | May | $833 |
| CCA, INC. | — | 1,633 | May | $0 |
Questions
Who is COMMONWEALTH EQUITY SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, COMMONWEALTH EQUITY SERVICES, LLC's broker of record is BROWN & BROWN INS SVCS INC.
What insurance carrier does COMMONWEALTH EQUITY SERVICES, LLC use?
COMMONWEALTH EQUITY SERVICES, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 6 disclosed carriers.
When does COMMONWEALTH EQUITY SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for COMMONWEALTH EQUITY SERVICES, LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COMMONWEALTH EQUITY SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.