Kimberly Bogardus signed Boston Mutual Life Insurance Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Mutual Life Insurance Co.'s EIN is 04-1106240.
Download the official 2024 Form 5500 (PDF) for Boston Mutual Life Insurance Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston Mutual Life Insurance Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX PR 122,643 shares | Common Collective Trusts | — | $123K | $25.0M | 24.6% | |
| Fidelity Growth CO K6 397,124 shares | Mutual Funds | — | $397K | $12.1M | 11.8% | |
| FID GOVT MMKT 11,527,625 shares | Mutual Funds | — | $11.5M | $11.5M | 11.3% | |
| Fidelity Freedom 2030 Fund 459,177 shares | Mutual Funds | — | $459K | $8.0M | 7.9% | |
| Fidelity Freedom 2025 Fund 322,052 shares | Mutual Funds | — | $322K | $4.4M | 4.3% | |
| Fidelity Freedom 2035 Fund 255,497 shares | Mutual Funds | — | $255K | $4.0M | 3.9% | |
| BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $3.7M | 3.6% | |
| Fidelity Freedom 2070 Fund 61 shares 626 * Fidelity Freedom 2050 Fund 266,821 shares | Mutual Funds | — | $267K | $3.6M | 3.6% | |
| BAIRD CORE PLUS 313,966 shares | Other securities | — | $314K | $3.1M | 3.1% | |
| Fidelity Freedom 2040 Fund 260,092 shares | Mutual Funds | — | $260K | $3.0M | 2.9% | |
| Fidelity Freedom 2045 Fund 215,060 shares | Mutual Funds | — | $215K | $2.9M | 2.8% | |
| Fidelity Freedom 2055 Fund 138,810 shares | Mutual Funds | — | $139K | $2.2M | 2.1% | |
| Fidelity EXTND MKT INDEX 21,472 shares | Mutual Funds | — | $21K | $2.0M | 1.9% | |
| Artisan Mid Cap Inst Fund 44,768 shares | Other securities | — | $45K | $1.9M | 1.8% | |
| MFS Value Fund R6 36,308 shares | Mutual Funds | — | $36K | $1.8M | 1.7% | |
| Fidelity Freedom 2015 Fund 136,586 shares | Mutual Funds | — | $137K | $1.5M | 1.5% | |
| Fidelity GLB XUS INDEX PR 91,411 shares | Mutual Funds | — | $91K | $1.3M | 1.3% | |
| Fidelity Freedom 2020 Fund 82,868 shares | Mutual Funds | — | $83K | $1.2M | 1.2% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.0M | 1.0% | |
| American Funds Europac Growth 18,740 shares | Mutual Funds | — | $19K | $1.0M | 1.0% | |
| VICTORY S SMCO 19,871 shares | Other securities | — | $20K | $935K | 0.9% | |
| DLWR SM CAP CORE R6 27,607 shares | Other securities | — | $28K | $840K | 0.8% | |
| Fidelity Managed Income Portfolio CL 2 824,126 shares | Mutual Funds | — | $824K | $824K | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $824K | 0.8% | |
| Fidelity Freedom 2060 Fund 49,904 shares | Mutual Funds | — | $50K | $723K | 0.7% | |
| Fidelity US BOND INDEX PR 51,498 shares | Mutual Funds | — | $51K | $526K | 0.5% | |
| Fidelity Freedom 2010 Fund 25,127 shares | Mutual Funds | — | $25K | $348K | 0.3% | |
| Fidelity Freedom Income Fund 24,747 shares | Mutual Funds | — | $25K | $261K | 0.3% | |
| Fidelity Freedom 2065 Fund 6,421 shares | Mutual Funds | — | $6K | $85K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
