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Original filing (PDF)20250331094959NAL0010876658001

DEVANEY ENERGY, INC.

Form 5500
FILING_RECEIVED
DEVANEY ENERGY, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
144
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVANEY ENERGY, INC..
Plan sponsor
Name
DEVANEY ENERGY, INC.
EIN
04-2298448
Address
177 WELLS AVE. · P.O. BOX 9120 · NEWTON, MA · 02459
Phone
(617) 213-8528
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-31
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
HILB GROUP OF NEW ENGLAND—CRANSTON, RIBROKER$36K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
BLUE BENEFIT ADMINISTRATORS OF MA—BOSTON, MATHIRD PARTY ADMINISTRATO$83K—

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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