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Original filing (PDF)20250915195316NAL0000869091001
BOSTON MUTUAL LIFE INSURANCE CO
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR THE BENEFIT OF SALARIED AND OTHER EMPLOYEES OF BOSTON MUTUAL LIFE INSURANCE COMPANY
Defined-benefit pension plan
Signals · 1
32% in single holding
Active participants
51
Accounts w/ balance
—
Plan assets (EOY)
$42.5M
Net assets (EOY)
$42.5M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Fixed Income Mutual Funds * SEI Core Fixed Income Fund" is 32% of plan.
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON MUTUAL LIFE INSURANCE CO.
Plan sponsor
Name
BOSTON MUTUAL LIFE INSURANCE CO
EIN
04-1106240
Address
120 ROYALL ST · CANTON, MA · 02021
Phone
(781) 770-0237
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT COMPANY | 04-2723880 | BOSTON, MA | ACTUARIAL SERVICES | $134K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI PRIVATE TRUST | 23-3060382 | OAKS, PA | ADMINISTRATION | $130K | — |
Investments
13 direct securities· $52.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Income Mutual Funds * SEI Core Fixed Income Fund | — | — | $18.6M | $16.6M | 39.2% | |
| SEI Long Duration Credit Fund | — | — | $10.9M | $8.5M | 20.0% | |
| Equity Mutual Funds * SEI INST INV S&P 500 Index Fund | — | — | $4.6M | $5.4M | 12.7% | |
| SEI World Equity Ex-US Fund | — | — | $5.1M | $5.1M | 12.0% | |
| SEI Intermediate Duration Fund | — | — | $5.1M | $4.6M | 10.9% | |
| Selling | — | — | $2.3M | $3.9M | 9.1% | |
| Purchase | — | — | $7.1M | $3.7M | 8.6% | |
| SEI Small/Mid Cap Equity Fund | — | — | $2.1M | $2.1M | 4.9% | |
| Purchase | — | — | — | $1.1M | 2.6% | |
| Asset onTransaction Current Value $ Asset | — | — | — | $599K | 1.4% | |
| Date | — | — | — | $487K | 1.1% | |
| $ – Plan #003 Price | — | — | — | $391K | 0.9% | |
| – Plan #003 Price | — | — | — | $201K | 0.5% |