# Boston Mutual Life Insurance Co DB Plan
Source: https://planprovider.pro/companies/boston-mutual-life-insurance-co-plan

> Boston Mutual Life Insurance Co's DB plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boston Mutual Life Insurance Co

- **Sponsor EIN:** 041106240

- **Sponsor Address:** 120 ROYALL ST, CANTON, MA, 02021

- **Plan Type:** DB

- **Total Participants:** 51

- **Total Assets:** $42.5M

## 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|51|$42.5M|$1.0M|$0|

| 2023|53|$43.3M|$1.0M|$0|

| 2022|67|$43.0M|$1.0M|$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|

| FIDELITY MANAGEMENT COMPANY|ACTUARIAL SERVICES|$133,699|—|$133,699|

| SEI PRIVATE TRUST|ADMINISTRATION|$130,090|—|$130,090|

| ERNST & YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $263,789

- **Estimated Expense Ratio:** 0.621% 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|$263,789|$121,585|—|—|—|

| 2023|$214,944|$117,593|—|—|—|

| 2022|$211,594|$136,206|—|—|$65,298|

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