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Form 5500 · Employee benefit plan · CHESTNUT HILL, MA

WS ASSET MANAGEMENT, INC

Public Form 5500 records show how WS ASSET MANAGEMENT, INC (CHESTNUT HILL, MA) structures its employee benefits. Its broker of record is BROWN & BROWN OF MA LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC and 2 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2745768 · plan 501 · as of Jul 2026

Participants
595
Carriers on file
3
Disclosed commissions
$114,388
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INCHealth, Dental, Vision584July$92,053
THE HARTFORDLife, Disability363December$16,703
UNITED OF OMAHA MUTUAL COMPANYLife362March$5,632

Questions

Who is WS ASSET MANAGEMENT, INC's benefits broker?

Per its most recent Form 5500 Schedule A, WS ASSET MANAGEMENT, INC's broker of record is BROWN & BROWN OF MA LLC.

What insurance carrier does WS ASSET MANAGEMENT, INC use?

WS ASSET MANAGEMENT, INC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC, among 3 disclosed carriers.

When does WS ASSET MANAGEMENT, INC's group plan renew?

The most recent Schedule A policy period for WS ASSET MANAGEMENT, INC ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WS ASSET MANAGEMENT, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.