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Form 5500 · Employee benefit plan · BOSTON, MA

MCCARTHY, MAMBRO, BERTINO, LLC

MCCARTHY, MAMBRO, BERTINO, LLC of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. 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 04-3547823 · plan 001 · as of Jul 2026

Participants
94
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA0December$0

Questions

Who is MCCARTHY, MAMBRO, BERTINO, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MCCARTHY, MAMBRO, BERTINO, LLC's broker of record is KESTRA INVESTMENT SERVICES LLC.

What insurance carrier does MCCARTHY, MAMBRO, BERTINO, LLC use?

MCCARTHY, MAMBRO, BERTINO, LLC's benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

When does MCCARTHY, MAMBRO, BERTINO, LLC's group plan renew?

The most recent Schedule A policy period for MCCARTHY, MAMBRO, BERTINO, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MCCARTHY, MAMBRO, BERTINO, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.