# COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **COMMONWEALTH EQUITY SERVICES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | COMMONWEALTH EQUITY SERVICES, LLC |
| EIN | 042675571 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | WALTHAM, MA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $12.4M |
| Participants | 1,369 |
| Persons covered | 3,195 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MASSACHUSETTS | Health, Rx, Dental, PPO |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Vision, HMO, Indemnity |
| LINCOLN FINANCIAL GROUP | Life, LTD, Other |
| EYEMED VISION CARE | Vision |
| CCA, INC. | Other |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| BROWN & BROWN INSURANCE SERVICES | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. |
| BROWN & BROWN INSURANCE SERVICES | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| BROWN & BROWN INSURANCE SERVICES | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| BROWN & BROWN INSURANCE SERVICES | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |
| BROWN & BROWN INSURANCE SERVICES | METROPOLITAN GENERAL INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/042675571-503
- Cite as: PlanOptica, https://planoptica.com/welfare/042675571-503
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