# ADVOCATES, INC. FLEXIBLE BENEFITS PLAN

Health and welfare plan sponsored by **ADVOCATES, INC.**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | ADVOCATES, INC. |
| EIN | 237451423 |
| Plan number | 501 |
| Plan year | 2026 |
| Location | FRAMINGHAM, MA |
| Industry | non-profit organization management |
| Funding | mixed |
| Total premiums | $18.7M |
| Participants | 2,093 |
| Persons covered | 2,088 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| HARVARD PILGRIM HEALTH CARE | Health, Rx, HMO, PPO |
| STANDARD INSURANCE COMPANY | Life, STD, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |
| EYEMED VISION CARE | Vision |
| KATHLEEN GREER ASSOCIATES | Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | HARVARD PILGRIM HEALTH CARE |
| ADP INC | STANDARD INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | STANDARD INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| NTNL ENROL PARTNETS LLC & OTR AGNTS | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| ENROLLMENT SOLUTIONS LTD | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| COLGATE BENEFITS INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| ASHLEY FOLLIS | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| MICHEAL R ACKERMAN | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| FLEURY ENTERPRISES INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| GALLAGHET BENEFIT SERVICES | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |
| GALLAGHER BENEFIT SERVICES, INC. | HPHC JOINT VENTURE UHG |

## 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/237451423-501
- Cite as: PlanOptica, https://planoptica.com/welfare/237451423-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers