Central Boston Elder Services, Inc.'s EIN is 04-2546441.
Download the official 2024 Form 5500 (PDF) for Central Boston Elder Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Boston Elder Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 AXA/EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $9.3M | 55.4% | |
| Unallocated Insurance Contracts * Equitable Financial Life Insurance Company Guaranteed Interest Account | Common Stocks | — | — | $7.2M | 43.1% | |
| Equitable Financial Life Insurance Company EQ/Equity 500 Index | Common Collective Trusts | — | — | $1.7M | 10.0% | |
| Equitable Financial Life Insurance Company EQ/Mid Cap Index | Common Stocks | — | — | $840K | 5.0% | |
| Equitable Financial Life Insurance Company EQ/Fidelity Instnl Am Lrg Cap | Mutual Funds | — | — | $747K | 4.5% | |
| Equitable Financial Life Insurance Company EQ/Small Company Index | Common Stocks | — | — | $736K | 4.4% | |
| Equitable Financial Life Insurance Company EQ/Gamco Small Company Value | Common Stocks | — | — | $499K | 3.0% | |
| Equitable Financial Life Insurance Company EQ/Mfs International Value | Mutual Funds | — | — | $464K | 2.8% | |
| Equitable Financial Life Insurance Company EQ/International Equity Index | Common Collective Trusts | — | — | $407K | 2.4% | |
| Equitable Financial Life Insurance Company EQ/Mfs International Growth | Mutual Funds | — | — | $380K | 2.3% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Value Index | Common Stocks | — | — | $336K | 2.0% | |
| Equitable Financial Life Insurance Company EQ/JPMorgan Growth Stock | Common Stocks | — | — | $258K | 1.5% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $241K | 1.4% | |
| Equitable Financial Life Insurance Company AXA Conservative Growth Strtgy ** 17 * Equitable Financial Life Insurance Company AXA Conservative Strategy ** 16 * Equitable Financial Life Insurance Company AXA Glb Eqty Managed Vol | Common Stocks | — | — | $234K | 1.4% | |
| Equitable Financial Life Insurance Company EQ/Com Stck Index | Common Stocks | — | — | $222K | 1.3% | |
| Equitable Financial Life Insurance Company AXA Lg Cap Val Managed Vol | Common Stocks | — | — | $206K | 1.2% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Growth Index | Common Stocks | — | — | $188K | 1.1% | |
| Equitable Financial Life Insurance Company EQ/Mfs Technology | Mutual Funds | — | — | $177K | 1.1% | |
| Equitable Financial Life Insurance Company Target 2025 Allocation | Common Stocks | — | — | $174K | 1.0% | |
| Equitable Financial Life Insurance Company EQ/Goldman Sachs Midcap Value | Common Stocks | — | — | $168K | 1.0% | |
| Equitable Financial Life Insurance Company AXA/Ab Small Cap Growth | Common Stocks | — | — | $151K | 0.9% | |
| Equitable Financial Life Insurance Company AXA Mid Cap Val Managed Vol | Common Stocks | — | — | $140K | 0.8% | |
| Equitable Financial Life Insurance Company Target 2035 Allocation | Common Stocks | — | — | $129K | 0.8% | |
| Equitable Financial Life Insurance Company EQ/Calvert Socially Resp | Common Stocks | — | — | $118K | 0.7% | |
| Equitable Financial Life Insurance Company AXA Moderate Allocation | Common Stocks | — | — | $111K | 0.7% | |
| Equitable Financial Life Insurance Company AXA International Managed Vol ** 855 * Equitable Financial Life Insurance Company AXA Lg Cap Grw Managed Vol | Common Stocks | — | — | $105K | 0.6% | |
| Equitable Financial Life Insurance Company EQ/Invesco Com Stock | Mutual Funds | — | — | $103K | 0.6% | |
| Equitable Financial Life Insurance Company EQ/Janus Enterprise | Mutual Funds | — | — | $93K | 0.6% | |
| Equitable Financial Life Insurance Company Sio-S&P 500 Index1yr-10% Buffer | Common Collective Trusts | — | — | $79K | 0.5% | |
| s * Equitable Financial Life Insurance Company AXA Aggressive Allocation | Pooled Separate Accounts | — | — | $61K | 0.4% | |
| Equitable Financial Life Insurance Company AXA Moderate-Plus Allocation | Common Stocks | — | — | $53K | 0.3% | |
| Equitable Financial Life Insurance Company AXA Int Val Managed Vol | Common Stocks | — | — | $42K | 0.3% | |
| Equitable Financial Life Insurance Company EQ/American Centry Mid Cap Val | Common Stocks | — | — | $41K | 0.2% | |
| Equitable Financial Life Insurance Company Charter Multi-Sector Bond ** 128 * Equitable Financial Life Insurance Company EQ/Aggressive Growth Strategy | Common Stocks | — | — | $35K | 0.2% | |
| Equitable Financial Life Insurance Company EQ/Money Market ** 185 * Equitable Financial Life Insurance Company EQ/Oppenheimer Global | Mutual Funds | — | — | $34K | 0.2% | |
| Equitable Financial Life Insurance Company Invesco V.I. Midcap Core Eqty | Mutual Funds | — | — | $24K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Wellington Energy | Common Stocks | — | — | $22K | 0.1% | |
| Equitable Financial Life Insurance Company Target 2045 Allocation | Common Stocks | — | — | $20K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Blackrock Basic Value Eqty | Common Stocks | — | — | $20K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Capital Guardian Research ** 542 * Equitable Financial Life Insurance Company EQ/Clearbirdge Lg Cap Grwth Esg | Common Stocks | — | — | $16K | <0.1% | |
| Equitable Financial Life Insurance Company AXA Int Coremanaged Vol | Common Stocks | — | — | $12K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/JPMorgan Val Opportunities | Common Stocks | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Multimanager Aggressive Equity | Common Stocks | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Fidelity Vip Equity Income | Mutual Funds | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Van Eck Vip Global Hard Assets | Common Stocks | — | — | $8K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Emerging Markets Eqty Plus | Common Stocks | — | — | $7K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Core Bond Index | Common Stocks | — | — | $5K | <0.1% | |
| Equitable Financial Life Insurance Company Invesco V.I.Diversified Div | Mutual Funds | — | — | $4K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Pimco Ultrashort Bond ** 4 * Equitable Financial Life Insurance Company EQ/Quality Bond Plus | U.S. Treasuries | — | — | $1K | <0.1% |
