2023 Form 5500 filing — Boston Insurance Employee Benefit Trust - Dfe
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010160010NAL0011701411001) for Boston Insurance Employee Benefit Trust - Dfe, reported by Boston Insurance Employee Benefit Trust - Dfe under EIN 04-2782032 and plan number 501. It reports 52,749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160010NAL0011701411001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Boston Insurance Employee Benefit Trust - Dfe
- EIN
- 04-2782032
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 52,749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,435,459
- Total liabilities (EOY)
- $6,001,125
- Net assets (EOY)
- $434,334
- Employer contributions
- $292,551,960
- Total income / additions
- $292,571,107
- Benefits paid
- $292,350,423
- Administrative expenses
- $645,901
- Total expenses
- $292,996,324
- Net increase / (decrease)
- -$425,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Pensions Inc | ADMINISTRATOR | $575,824 | not reported in the loaded dataset |
| Cambridge Life Brokerage LLC | NONE | $171,987 | not reported in the loaded dataset |
| Blueprint Benefit Advisors | NONE | $102,233 | not reported in the loaded dataset |
| Usi Insurance Service LLC | NONE | $95,060 | not reported in the loaded dataset |
| Nfp Corporate Services | NONE | $73,548 | not reported in the loaded dataset |
| Hub International Ne | NONE | $61,227 | not reported in the loaded dataset |
| Beers, Hamerman, Cohen & Berger P.C | AUDITORS | $47,061 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | NONE | $36,777 | not reported in the loaded dataset |
| Edgewood Partners Insurance Center | NONE | $32,151 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $28,154 | not reported in the loaded dataset |
| Light House Employee Benefits | NONE | $27,405 | not reported in the loaded dataset |
| Clark Agency, LLC | NONE | $26,612 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $22,214 | not reported in the loaded dataset |
| Alan Sheketoff | NONE | $21,493 | not reported in the loaded dataset |
| Corporate Synergies Groups | NONE | $19,801 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $17,748 | not reported in the loaded dataset |
| Ioa Northeast | NONE | $16,711 | not reported in the loaded dataset |
| Exude Benefits Group | NONE | $14,156 | not reported in the loaded dataset |
| Chittenden Insurance Agency | NONE | $14,043 | not reported in the loaded dataset |
| Capacity Benefits & Financial Svs | NONE | $12,297 | not reported in the loaded dataset |
| Conner Strong Companies, Inc. | NONE | $11,179 | not reported in the loaded dataset |
| Sterling & Sterling Inc. | NONE | $10,902 | not reported in the loaded dataset |
| Acrisure, LLC Dba Compain Anderson | NONE | $10,675 | not reported in the loaded dataset |
| Nesso Benefits | NONE | $10,603 | not reported in the loaded dataset |
| Digital Insurance, Inc. | NONE | $10,058 | not reported in the loaded dataset |
| Benefits Network Inc. | NONE | $9,546 | not reported in the loaded dataset |
| William P. Mccarthy | NONE | $8,946 | not reported in the loaded dataset |
| Providence Health Benefits | NONE | $7,698 | not reported in the loaded dataset |
| Smith Brothers Insurance | NONE | $7,214 | not reported in the loaded dataset |
| C.M. Smith Agency | NONE | $7,136 | not reported in the loaded dataset |
| Mv Financial Group | NONE | $7,050 | not reported in the loaded dataset |
| Keystone Benefits Group | NONE | $6,765 | not reported in the loaded dataset |
| Ctr Insurance And Benefits | NONE | $5,371 | not reported in the loaded dataset |