Retirement Plan For The Benefit Of Salaried And Other Employees Of Boston Mutual Life Insurance Company — Form 5500 plan (Boston Mutual Life Insurance Co)
Plain-English plan 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, Retirement Plan For The Benefit Of Salaried And Other Employees Of Boston Mutual Life Insurance Company is a benefit plan reported by Boston Mutual Life Insurance Co under EIN 04-1106240 and plan number 003. The latest loaded filing year is 2023. The filing reports 397 participants and $43,339,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boston Mutual Life Insurance Co
- EIN
- 04-1106240
- Plan number
- 003
- Plan type
- 2
- Location
- Canton, MA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $43,339,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20240916090800NAL0002489552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,339,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,339,324
- Net assets (BOY)
- $43,048,804
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $6,181,693
Expenses & distributions
- Benefits paid
- $5,676,229
- Administrative expenses
- $214,944
- Total expenses
- $5,891,173
- Net increase / (decrease)
- $290,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Private Trust | ADMINISTRATION | $126,257 | $0 | 2023 |
| Fidelity Management Company | ACTUARIAL SERVICES | $88,687 | $0 | 2023 |