Roslindale, MA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roslindale, MA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $1,597,006,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,597,006,143
Total reported liabilities (EOY)
$14,576,500
Total reported net assets (EOY)
$1,582,635,313

Contributions & income

Employer contributions
$122,395,206
Participant contributions
$14,147,848
Total income / additions
$272,619,223

Expenses & distributions

Benefits paid / distributions
$125,688,698
Total expenses
$136,667,599
Net increase / (decrease)
$135,951,624

Coverage

Total reported participants
21,869
Plans with financial statements
8
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roslindale, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Roslindale, MA
PlanSponsorReported assets (EOY)Year
Painters And Allied Trades District Council No. 35 Pension FundBd Of Trustees Pdc Pension Fund$761,089,4642023
Painters And Allied Trades District Council No.35 Annuity FundPainters Annuity Council No. 35 Annuity Fund$491,410,2032023
Hebrew Seniorlife Employee Savings PlanHebrew Seniorlife, Inc.$141,689,3732023
Painters And Allied Trades Dc 35 Health Benefits FundPainters District Council No. 35 Health Benefits Fund$110,322,1242023
Boston School Bus Drivers Deferred Retirement And Savings PlanThe Boston School Bus Drivers' Deferred Rtmt & Svgs Plan Committee$52,900,4482023
Hebrew Seniorlife 401(K) Retirement Savings PlanHebrew Seniorlife, Inc.$29,449,0702023
Sullivan'S Pharmacy 401(K) PlanSullivans Pharmacy$10,351,1312023
Painters And Allied Trades District Council No. 35 Retiree Premium Reimbursement PlanPainters District Council No. 35 Health Benefits-$205,6702023
Hebrew Seniorlife Health And Welfare PlanHebrew Seniorlifenot reported in the loaded dataset2023

Related Form 5500 pages