Carrier market share
Premium dollars by Schedule A carrier
0%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA0%
Sponsor portfolioTH
BUCKLEY ASSOCIATES, INC.
EIN 04-2464258management consultingLatest filing 2025
Plans
2
Retirement
1
$51.4M assets
Welfare
1
Participants
324
1099 HINGHAM STREET, SUITE 201 - ROCKLAND, MA 02370781-681-3288buckleyassociates.netLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $0 premiums / 117 covered livesBundled
Broker market share
Schedule A broker compensation
74%top
- FORSBERG INSURANCE PLANNING74%
- INDIGO INSURANCE SERVICES26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$51.4M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#015
BUCKLEY ASSOCIATES, INC.
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$0
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $51.4M | 207 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 015 | BUCKLEY ASSOCIATES, INC. | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $0 | 117 | 2025 |
Retirement plans
Welfare plans