# Boston Insurance Employee Benefit Trust - Dfe Health & Welfare Plan
Source: https://planprovider.pro/companies/boston-insurance-employee-benefit-trust-dfe-042782032-501

> Boston Insurance Employee Benefit Trust - Dfe's Health & Welfare plan: 49,304 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boston Insurance Employee Benefit Trust - Dfe

- **Sponsor EIN:** 042782032

- **Sponsor Address:** 10 RESEARCH PKWY SUITE 200, WALLINGFORD, CT, 06492

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 49,304

- **Total Assets:** $10.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|49,304|$10.0M|$304.0M|$0|

| 2023|52,442|$6.4M|$292.6M|$0|

| 2022|52,445|$8.6M|$288.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PROFESSIONAL PENSIONS INC|Recordkeeper|$213,993|—|$213,993|

| CAMBRIDGE LIFE BROKERAGE LLC|Other Service Provider|$174,164|—|$174,164|

| BLUEPRINT BENEFIT ADVISORS|Other Service Provider|$89,859|—|$89,859|

| HUB INTERNATIONAL NE|Other Service Provider|$81,618|—|$81,618|

| USI INSURANCE SERVICE LLC|Other Service Provider|$80,148|—|$80,148|

| NFP CORPORATE SERVICES|Other Service Provider|$58,642|—|$58,642|

| EDGEWOOD PARTNERS INSURANCE CENTER|Recordkeeper|$50,151|—|$50,151|

| BEERS, HAMERMAN, COHEN & BERGER P.C|Auditor|$47,766|—|$47,766|

| ALLIANT INSURANCE SERVICES INC.|Other Service Provider|$31,416|—|$31,416|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$27,929|—|$27,929|

| BROWN & BROWN INSURANCE|Other Service Provider|$26,962|—|$26,962|

| CLARK AGENCY, LLC|Other Service Provider|$25,129|—|$25,129|

| ALAN SHEKETOFF|Other Service Provider|$23,883|—|$23,883|

| PRINCIPAL TRUST COMPANY|Custodian / Trustee|$21,348|—|$21,348|

| LIGHT HOUSE EMPLOYEE BENEFITS|Other Service Provider|$17,713|—|$17,713|

| KEYSTONE BENEFITS GROUP|Other Service Provider|$16,949|—|$16,949|

| CORPORATE SYNERGIES GROUPS|Other Service Provider|$14,794|—|$14,794|

| CORPORATE RISK SOLUTIONS|Other Service Provider|$14,407|—|$14,407|

| NESSO BENEFITS|Other Service Provider|$14,076|—|$14,076|

| IOA NORTHEAST|Other Service Provider|$13,964|—|$13,964|

| EXUDE BENEFITS GROUP|Other Service Provider|$13,149|—|$13,149|

| DIGITAL INSURANCE, INC.|Other Service Provider|$12,167|—|$12,167|

| GALLAGHER BENEFIT SERVICES|Investment Advisor|$11,042|—|$11,042|

| PETER M KACHIDURIAN|Other Service Provider|$10,922|—|$10,922|

| CHITTENDEN INSURANCE AGENCY|Other Service Provider|$10,398|—|$10,398|

| BENEFITS NETWORK INC.|Other Service Provider|$9,746|—|$9,746|

| ASSUREDPARTNERS NEW ENGLAND|Other Service Provider|$8,213|—|$8,213|

| SMITH BROTHERS INSURANCE|Other Service Provider|$8,188|—|$8,188|

| PATRIOT GROWTH INSURANCE|Other Service Provider|$8,149|—|$8,149|

| AON CONSULTING|Other Service Provider|$7,060|—|$7,060|

| CONNER STRONG COMPANIES, INC.|Other Service Provider|$6,662|—|$6,662|

| ACRISURE, LLC DBA COMPAIN ANDERSON|Other Service Provider|$6,584|—|$6,584|

| PROVIDENCE HEALTH BENEFITS|Other Service Provider|$6,550|—|$6,550|

| C.M. SMITH AGENCY|Other Service Provider|$5,551|—|$5,551|

| ROUND HILL RISK PARTNERS|Other Service Provider|$5,316|—|$5,316|

| MV FINANCIAL GROUP|Other Service Provider|$5,106|—|$5,106|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EDGEWOOD PARTNERS INSURANCE CENTER](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — Custodian / Trustee

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,179,714

- **Estimated Expense Ratio:** 11.799% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$282,607|$20,848|$213,993|$47,766|—|

| 2023|$645,901|—|$575,824|—|—|

| 2022|$671,582|—|$573,598|—|$66,896|

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