How big is Boston Insurance Brokerage LLC's plan?

Boston Insurance Brokerage LLC's plan reported $1.9M in assets and 15 participants for 2024.

Original filing (PDF)20250724094258NAL0005129601001

Boston Insurance Brokerage LLC

Name: Boston Insurance Brokerage LLC — Boston Insurance, Form 5500 (2024)
Creator: Boston Insurance Brokerage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Insurance Brokerage LLC 401(k) Plan

401(k) retirement plan · Boston Insurance Brokerage LLC's Boston Insurance Brokerage LLC 401(k) Plan held $1.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Casie Treen signed Boston Insurance Brokerage LLC's 2024 Form 5500 as plan administrator.

Casie Treen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boston Insurance Brokerage LLC's EIN is 46-3486487.

EIN 46-3486487

Plan number 002

Plan year 2024

ACK ID 20250724094258NAL0005129601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Insurance Brokerage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Insurance Brokerage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOSTON INSURANCE BROKERAGE LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off