Boston Insurance Employee Benefit Trust - Dfe — Form 5500 plan (Boston Insurance Employee Benefit Trust - Dfe)
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, Boston Insurance Employee Benefit Trust - Dfe is a benefit plan reported by Boston Insurance Employee Benefit Trust - Dfe under EIN 04-2782032 and plan number 501. The latest loaded filing year is 2023. The filing reports 52,749 participants and $6,435,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boston Insurance Employee Benefit Trust - Dfe
- EIN
- 04-2782032
- Plan number
- 501
- Plan type
- 4
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 52,749
- End-of-year plan assets
- $6,435,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52,749 | H, C | 20241010160010NAL0011701411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,435,459
- Total liabilities (EOY)
- $6,001,125
- Net assets (EOY)
- $434,334
- Net assets (BOY)
- $859,551
Income & contributions
- Employer contributions
- $292,551,960
- Total contributions
- $292,551,960
- Total income / additions
- $292,571,107
Expenses & distributions
- Benefits paid
- $292,350,423
- Administrative expenses
- $645,901
- Total expenses
- $292,996,324
- Net increase / (decrease)
- -$425,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Pensions Inc | ADMINISTRATOR | $575,824 | not reported in the loaded dataset | 2023 |
| Cambridge Life Brokerage LLC | NONE | $171,987 | not reported in the loaded dataset | 2023 |
| Blueprint Benefit Advisors | NONE | $102,233 | not reported in the loaded dataset | 2023 |
| Usi Insurance Service LLC | NONE | $95,060 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services | NONE | $73,548 | not reported in the loaded dataset | 2023 |
| Hub International Ne | NONE | $61,227 | not reported in the loaded dataset | 2023 |
| Beers, Hamerman, Cohen & Berger P.C | AUDITORS | $47,061 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | NONE | $36,777 | not reported in the loaded dataset | 2023 |
| Edgewood Partners Insurance Center | NONE | $32,151 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $28,154 | not reported in the loaded dataset | 2023 |
| Light House Employee Benefits | NONE | $27,405 | not reported in the loaded dataset | 2023 |
| Clark Agency, LLC | NONE | $26,612 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | NONE | $22,214 | not reported in the loaded dataset | 2023 |
| Alan Sheketoff | NONE | $21,493 | not reported in the loaded dataset | 2023 |
| Corporate Synergies Groups | NONE | $19,801 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTEE | $17,748 | not reported in the loaded dataset | 2023 |
| Ioa Northeast | NONE | $16,711 | not reported in the loaded dataset | 2023 |
| Exude Benefits Group | NONE | $14,156 | not reported in the loaded dataset | 2023 |
| Chittenden Insurance Agency | NONE | $14,043 | not reported in the loaded dataset | 2023 |
| Capacity Benefits & Financial Svs | NONE | $12,297 | not reported in the loaded dataset | 2023 |
| Conner Strong Companies, Inc. | NONE | $11,179 | not reported in the loaded dataset | 2023 |
| Sterling & Sterling Inc. | NONE | $10,902 | not reported in the loaded dataset | 2023 |
| Acrisure, LLC Dba Compain Anderson | NONE | $10,675 | not reported in the loaded dataset | 2023 |
| Nesso Benefits | NONE | $10,603 | not reported in the loaded dataset | 2023 |
| Digital Insurance, Inc. | NONE | $10,058 | not reported in the loaded dataset | 2023 |
| Benefits Network Inc. | NONE | $9,546 | not reported in the loaded dataset | 2023 |
| William P. Mccarthy | NONE | $8,946 | not reported in the loaded dataset | 2023 |
| Providence Health Benefits | NONE | $7,698 | not reported in the loaded dataset | 2023 |
| Smith Brothers Insurance | NONE | $7,214 | not reported in the loaded dataset | 2023 |
| C.M. Smith Agency | NONE | $7,136 | not reported in the loaded dataset | 2023 |
| Mv Financial Group | NONE | $7,050 | not reported in the loaded dataset | 2023 |
| Keystone Benefits Group | NONE | $6,765 | not reported in the loaded dataset | 2023 |
| Ctr Insurance And Benefits | NONE | $5,371 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boston Insurance Employee Benefit Trust - Dfe
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Professional Pensions Inc — Schedule C compensation
- Cambridge Life Brokerage LLC — Schedule C compensation
- Blueprint Benefit Advisors — Schedule C compensation
- Usi Insurance Service LLC — Schedule C compensation
- Nfp Corporate Services — Schedule C compensation
- Hub International Ne — Schedule C compensation
- Beers, Hamerman, Cohen & Berger P.C — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Edgewood Partners Insurance Center — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Light House Employee Benefits — Schedule C compensation
- Clark Agency, LLC — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Alan Sheketoff — Schedule C compensation
- Corporate Synergies Groups — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Ioa Northeast — Schedule C compensation
- Exude Benefits Group — Schedule C compensation
- Chittenden Insurance Agency — Schedule C compensation
- Capacity Benefits & Financial Svs — Schedule C compensation
- Conner Strong Companies, Inc. — Schedule C compensation
- Sterling & Sterling Inc. — Schedule C compensation
- Acrisure, LLC Dba Compain Anderson — Schedule C compensation
- Nesso Benefits — Schedule C compensation
- Digital Insurance, Inc. — Schedule C compensation
- Benefits Network Inc. — Schedule C compensation
- William P. Mccarthy — Schedule C compensation
- Providence Health Benefits — Schedule C compensation
- Smith Brothers Insurance — Schedule C compensation
- C.M. Smith Agency — Schedule C compensation
- Mv Financial Group — Schedule C compensation
- Keystone Benefits Group — Schedule C compensation
- Ctr Insurance And Benefits — Schedule C compensation