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Form 5500 · Employee benefit plan · BOSTON, MA

GW&K INVESTMENT MANAGEMENT

Public Form 5500 records show how GW&K INVESTMENT MANAGEMENT (BOSTON, MA) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT INSURANCE SERVICE. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0250512 · plan 501 · as of Jul 2026

Participants
192
Carriers on file
4
Disclosed commissions
$66,002
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Health, Dental421September$51,667
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability176September$8,587
UNUM LIFE INSURANCE COMPANY OF AMERICALife46September$4,407
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE COVision264September$1,341

Questions

Who is GW&K INVESTMENT MANAGEMENT's benefits broker?

Per its most recent Form 5500 Schedule A, GW&K INVESTMENT MANAGEMENT's broker of record is GALLAGHER BENEFIT INSURANCE SERVICE.

What insurance carrier does GW&K INVESTMENT MANAGEMENT use?

GW&K INVESTMENT MANAGEMENT's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.

When does GW&K INVESTMENT MANAGEMENT's group plan renew?

The most recent Schedule A policy period for GW&K INVESTMENT MANAGEMENT ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GW&K INVESTMENT MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.