Charles River Insurance Brokerage, Inc.

Thomas J. Vocatura, Jr. Registered Agent	98 BALDWIN AVE, FRAMINGHAM, MA 01701
Gerald Kennedy President
Robert Printz Director
Thomas Vocatura Director
Gerald Kennedy Director
Thomas Groth Director
Thomas Vocatura Secretary
Thomas Vocatura TREASURER
Tom Grassia Assistant Secretary

5 WHITTIER ST FL 4TH, FRAMINGHAM, MA 01701 View Map

Form 5500

5 Whittier Street 4th Floor, Framingham, Ma 01701 (508) 656-1400 EIN:04-3402339 Plan Admin:Chris Horne

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY42 / 50 Assets BOY/EOY$2,278,774 / $2,924,981	2023	CHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN - Plan #001	42 / 50	$2,278,774 / $2,924,981
2022	Plan NameCHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY47 / 46 Assets BOY/EOY$2,648,828 / $2,278,774	2022	CHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN - Plan #001	47 / 46	$2,648,828 / $2,278,774
2021	Plan NameCHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY46 / 47 Assets BOY/EOY$2,029,940 / $2,648,828	2021	CHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN - Plan #001	46 / 47	$2,029,940 / $2,648,828
2020	Plan NameCHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY43 / 46 Assets BOY/EOY$1,535,302 / $2,029,940	2020	CHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN - Plan #001	43 / 46	$1,535,302 / $2,029,940
2019	Plan NameCHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY29 / 41 Assets BOY/EOY$1,079,375 / $1,535,302	2019	CHARLES RIVER INSURANCE BROKERAGE, INC. RETIREMENT PLAN - Plan #001	29 / 41	$1,079,375 / $1,535,302

Benefit & Retirement Plans based on Form 5500.

PPP Loans

5 Whittier St, Framingham, Ma 01701-4620 Industry:Direct Property and Casualty Insurance Carriers

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$590,800 Forgiven$595,802 LenderHometown Bank Jobs41	04/06/2020	$590,800	$595,802	Hometown Bank	41

PPP Loans based on Paycheck Protection Program.

Address Match:5 Whittier St Fl 4th Framingham, MA

Charles River Insurance Brokerage, Inc. Registered in Rhode Island	Framingham, MA (1 more)	View Report
Mccue Insurance Agency, Inc. Registered in Massachusetts	Framingham, MA Holliston, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Virginia	Framingham, MA	View Report
Congress Insurance Agency, Inc. Registered in Massachusetts	Framingham, MA Grafton, MA	View Report
North American Professional Liability Insurance Agency, LLC Registered in New Mexico	Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Idaho	Framingham, MA	View Report
O'meara Companies, Inc. Registered in Missouri	Framingham, MA Jefferson City, MO	View Report
Charles River Insurance Brokerage, Inc. Registered in Mississippi	Framingham, MA	View Report
Mw Bridge Financial, LLC Registered in Massachusetts	Framingham, MA	View Report
North American Professional Liability Insurance Agency, LLC Registered in Virginia	Framingham, MA Richmond, VA	View Report
O'meara Companies, Inc. Registered in Colorado	Framingham, MA West Hartford, CT	View Report

Related Business Names:

Charles River Insurance Brokerage, Inc. Registered in New York	Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Michigan	Plymouth, MI	View Report
Charles River Insurance Brokerage, Inc. Registered in Ohio	Cleveland, OH Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Pennsylvania	Waltham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Alabama	Floor Framingham, MA Montgomery, AL	View Report
Charles River Insurance Brokerage, Inc. Registered in Missouri	Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in New Hampshire	Concord, NH Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in Texas	Framingham, MA	View Report
Charles River Insurance Brokerage, Inc. Registered in North Carolina	Floor Framingham, MA Framingham, MA (1 more)	View Report

Address Match:5 Whittier St Framingham, MA

New England Atlantic Development LLC Registered in Massachusetts	Framingham, MA Natick, MA	View Report
Park Leasing Company, Inc. Registered in Massachusetts	Framingham, MA	View Report
Prime Styles Roof Tiles Corporation Registered in Massachusetts	Framingham, MA	View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary