Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.8M
- Prescription drug$11.8M
- Dental$11.0M
- Vision$848K
- Other$483K
- Life$457K
- +1 more
Sponsor portfolioTH
COMMONWEALTH EQUITY SERVICES, LLC
EIN 04-2675571financial servicesLatest filing 2025
Plans
2
Retirement
1
$238.3M assets
Welfare
1
$12.4M premiums
Participants
2,943
275 WYMAN STREET - WALTHAM, MA 02451781-736-0700commonwealth.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.4M premiums / 3,195 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- EYEMED VISION CARE1%
- CCA, INC.0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN
401k
Assets$238.3M
Participants1,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$12.4M
Covered lives3,195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN | 401k | $238.3M | 1,574 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $12.4M | 3,195 | 2025 |
Retirement plans
Welfare plans