Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOSTON MUTUAL LIFE INSURANCE CO
EIN 04-1106240insuranceLatest filing 2024
Plans
6
Retirement
2
$144.5M assets
Welfare
4
$6.8M premiums
Participants
2,283
Retirement portfolio analytics
2 plans aggregated / $144.5M assets / 905 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $6.8M premiums / 2,101 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$334K
- Life$310K
- Long-term disability$153K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- BOSTON MUTUAL LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
BOSTON MUTUAL 401(K) PLAN FOR SALARIED EMPLOYEES
401k
Assets$102.0M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY
TraditionalDB
Assets$42.5M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
BLUE CROSS BLUE SHIELD HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$6.0M
Covered lives650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
DENTAL PLAN FOR ALL EMPLOYEES
Fully Insured - DELTA DENTAL OF MASSACHUSETTS INC.
Premiums$334K
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP LIFE AD&D FOR WEEKLY AND SALARIED EMPLOYEES
Fully Insured - BOSTON MUTUAL LIFE INSURANCE COMPANY
Premiums$310K
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
LONG TERM DISABILITY PLAN FOR ALL EMPLOYEES
Fully Insured - BOSTON MUTUAL LIFE INSURANCE COMPANY
Premiums$153K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | BOSTON MUTUAL 401(K) PLAN FOR SALARIED EMPLOYEES | 401k | $102.0M | 550 | 2024 | |
| 003 | RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY | TraditionalDB | $42.5M | 355 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | BLUE CROSS BLUE SHIELD HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $6.0M | 650 | 2024 | |
| 509 | DENTAL PLAN FOR ALL EMPLOYEES | Fully Insured | DELTA DENTAL OF MASSACHUSETTS INC. | $334K | 669 | 2024 | |
| 502 | GROUP LIFE AD&D FOR WEEKLY AND SALARIED EMPLOYEES | Fully Insured | BOSTON MUTUAL LIFE INSURANCE COMPANY | $310K | 433 | 2024 | |
| 507 | LONG TERM DISABILITY PLAN FOR ALL EMPLOYEES | Fully Insured | BOSTON MUTUAL LIFE INSURANCE COMPANY | $153K | 349 | 2024 |
Retirement plans
Welfare plans