2023 Form 5500 filing — Retirement Plan For The Benefit Of Salaried And Other Employees Of Boston Mutual Life Insurance Company
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 20240916090800NAL0002489552001) for Retirement Plan For The Benefit Of Salaried And Other Employees Of Boston Mutual Life Insurance Company, reported by Boston Mutual Life Insurance Co under EIN 04-1106240 and plan number 003. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916090800NAL0002489552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Mutual Life Insurance Co
- EIN
- 04-1106240
- Plan number
- 003
- Location
- Canton, MA
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,339,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,339,324
- Employer contributions
- $1,000,000
- Total income / additions
- $6,181,693
- Benefits paid
- $5,676,229
- Administrative expenses
- $214,944
- Total expenses
- $5,891,173
- Net increase / (decrease)
- $290,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Private Trust | ADMINISTRATION | $126,257 | $0 |
| Fidelity Management Company | ACTUARIAL SERVICES | $88,687 | $0 |