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Original filing (PDF)20250714084927NAL0000572131004
BOSTON SHIPPING ASSOCIATION, INC
Form 5500
FILING_RECEIVED
BSA CENTRAL RECORDS BUREAU
Health & welfare plan
Signals · 2
~806 bps in Sched C feesNo recordkeeper disclosed
Active participants
260
Accounts w/ balance
—
Plan assets (EOY)
$716K
Net assets (EOY)
-$3K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 806 bps in Schedule C fees — 410% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON SHIPPING ASSOCIATION, INC.
Plan sponsor
Name
BOSTON SHIPPING ASSOCIATION, INC
EIN
04-2034907
Address
CHARLESTOWN NAVY YARD, 197 8TH ST, · STE 775 · CHARLESTOWN, MA · 021094208
Phone
(617) 242-3303
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
WS CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON SHIPPING ASSOCIATION | 04-2034907 | CHARLESTOWN, MA | CONTRACT ADMINISTRATOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALTER & SHUFFAIN, P.C. | 04-3236498 | BOSTON, MA | NONE | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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