Form 5500 · Employee benefit plan · BOSTON, MA
SOCIAL FINANCE, INC.
SOCIAL FINANCE, INC. of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN INSURANCE SERVICES, I. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 5 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4620963 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health | 113 | March | $38,863 |
| GUARDIAN | — | 120 | March | $3,510 |
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Dental | 105 | March | $3,333 |
| GUARDIAN | Disability | 120 | March | $3,146 |
| GUARDIAN | Life | 120 | March | $2,497 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INSURANCE | Vision | 74 | March | $968 |
Questions
Who is SOCIAL FINANCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SOCIAL FINANCE, INC.'s broker of record is BROWN & BROWN INSURANCE SERVICES, I.
What insurance carrier does SOCIAL FINANCE, INC. use?
SOCIAL FINANCE, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 6 disclosed carriers.
When does SOCIAL FINANCE, INC.'s group plan renew?
The most recent Schedule A policy period for SOCIAL FINANCE, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOCIAL FINANCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.