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Form 5500 · Employee benefit plan · FLORENCE, MA

FLORENCE BANK

Public Form 5500 records show how FLORENCE BANK (FLORENCE, MA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE HMO BB BLUE and 5 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 04-1332530 · plan 501 · as of Jul 2026

Participants
310
Carriers on file
6
Disclosed commissions
$45,295
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARVARD PILGRIM HEALTH CARE HMO BB BLUEHealth187December$20,147
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability206December$8,954
HARVARD PILGRIM HEALTH CARE HMO BB ORANGEHealth60December$8,354
HARVARD PILGRIM HEALTH CARE HMO BB GREENHealth25December$4,484
DELTA DENTALDental316December$2,336
HARVARD PILGRIM HEALTH CARE PPO BB YELLOWHealth5December$1,020

Questions

Who is FLORENCE BANK's benefits broker?

Per its most recent Form 5500 Schedule A, FLORENCE BANK's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does FLORENCE BANK use?

FLORENCE BANK's benefit plan is written through HARVARD PILGRIM HEALTH CARE HMO BB BLUE, among 6 disclosed carriers.

When does FLORENCE BANK's group plan renew?

The most recent Schedule A policy period for FLORENCE BANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FLORENCE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.