South Boston, 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, South Boston, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $109,817,518 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $109,817,518
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $109,817,518
Contributions & income
- Employer contributions
- $3,848,042
- Participant contributions
- $2,458,922
- Total income / additions
- $20,428,923
Expenses & distributions
- Benefits paid / distributions
- $4,380,652
- Total expenses
- $5,036,881
- Net increase / (decrease)
- $15,392,042
Coverage
- Total reported participants
- 5,986
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Boston, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pension Fund Of Local 11, Iatse | Iatse Local 11, Pension Fund | $63,847,543 | 2023 |
| I.A.T.S.E. Local 11 Section 401(K) Plan | International Alliance Theatrical Stage Employees Local 11 | $35,476,392 | 2023 |
| South Boston Community Health Center 403(B) Plan | South Boston Community Health Center, Inc. | $10,493,583 | 2023 |
| Iron Workers Local 7 Group Life Insurance | Ironworkers Union Local #7 | not reported in the loaded dataset | 2023 |
| South Boston Community Health Plan | South Boston Community Health Center | not reported in the loaded dataset | 2023 |
Largest plans in South Boston → · South Boston plans by participants → · South Boston plans with financial data → · South Boston plans with provider compensation → · $1B+ plans in South Boston →
Related Form 5500 pages
- All MA Form 5500 filings
- Pension Fund Of Local 11, Iatse (plan 001)
- Iatse Local 11, Pension Fund — all reported plans
- I.A.T.S.E. Local 11 Section 401(K) Plan (plan 006)
- International Alliance Theatrical Stage Employees Local 11 — all reported plans
- South Boston Community Health Center 403(B) Plan (plan 001)
- South Boston Community Health Center, Inc. — all reported plans
- Iron Workers Local 7 Group Life Insurance (plan 501)
- Ironworkers Union Local #7 — all reported plans
- South Boston Community Health Plan (plan 505)
- Methodology
- Data sources