PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
BAYSTATE FINANCIAL

Welfare broker

BAYSTATE FINANCIAL

Mailing address (most recent filing)

200 CLARENDON STREET, 19TH FLOOR

BOSTON, MA 02116

Total comp: $101K
Commissions: $84K
Fees: $17K
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for BAYSTATE FINANCIAL.

No sponsors where BAYSTATE FINANCIAL is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
BAYSTATE FINANCIAL

Welfare broker

BAYSTATE FINANCIAL

Mailing address (most recent filing)

200 CLARENDON STREET, 19TH FLOOR

BOSTON, MA 02116

Total comp: $101K
Commissions: $84K
Fees: $17K
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for BAYSTATE FINANCIAL.

No sponsors where BAYSTATE FINANCIAL is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms