Form 5500 · Employee benefit plan · WALLINGFORD, CT
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST - DFE of WALLINGFORD, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PROFESSIONAL PENSIONS, INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 26 other carriers. The plan's most recent policy period ended in December.
Benefits broker of record
Insurance carrier
Policy year ends
Decemberas filed for plan year 2024
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2782032 · plan 501 · plan year 2024, filed Oct 13, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
692 other employer plans in Connecticut have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
All participants at the start of the year
52,756
Active at start of year
52,442
Active at end of year
49,304
Disclosed commissions
$2,230,303
Typical renewal
January 1
Benefits declared on this filing
Healthinsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY13,869 of 52,756 participants (26%) on the largest contract
Dentalinsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY13,869 of 52,756 participants (26%) on the largest contract
Visioninsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY13,869 of 52,756 participants (26%) on the largest contract
Lifeinsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY13,869 of 52,756 participants (26%) on the largest contract
Disabilityinsured — CIGNA HEALTH AND LIFE INSURANCE COMPANY13,869 of 52,756 participants (26%) on the largest contract
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 233 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 13,869 people.
Reported premium across the insured contracts is $300,223,675, with $2,230,303 in disclosed broker commissions — about 0.7% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in August. The plan is on a split renewal cycle.
PROFESSIONAL PENSIONS, INC is the broker of record on 57 of the 233 contracts; the rest name a different broker or none.
27 carriers appear on the filing, including CIGNA HEALTH AND LIFE INSURANCE COMPANY, OXFORD HEALTH PLANS, UNITEDHEALTHCARE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,790 | Sep 1, 2024 | $1,787,326 | $425,811 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 10,606 | Jan 1, 2025 | $2,996,869 | $404,358 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 4,634 | Jan 1, 2025 | $17,319,414 | $182,882 |
| MUTUAL OF OMAHA | Dental, Vision, Life, Disability | 10,667 | Jan 1, 2025 | $1,721,489 | $153,550 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 974 | Nov 1, 2024 | $94,506 | $94,506 |
| MUTUAL OF OMAHA | Life, Disability | 3,030 | Jul 1, 2024 | $371,753 | $78,451 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,300 | Dec 1, 2024 | $222,083 | $76,889 |
| MUTUAL OF OMAHA | Dental, Vision, Life, Disability | 1,577 | Dec 1, 2024 | $246,360 | $45,309 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 1,510 | Jul 1, 2024 | $553,471 | $44,943 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 13,869 | Jan 1, 2025 | $48,637,175 | $38,493 |
| MUTUAL OF OMAHA | Life, Disability | 1,442 | May 1, 2024 | $199,145 | $35,768 |
| MUTUAL OF OMAHA | Dental, Vision, Life, Disability | 1,543 | Oct 1, 2024 | $295,894 | $35,407 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 701 | Jun 1, 2024 | $185,424 | $34,565 |
| MUTUAL OF OMAHA | Dental, Vision, Life, Disability | 1,930 | Jun 1, 2024 | $270,711 | $34,058 |
| MUTUAL OF OMAHA | Dental, Vision, Life, Disability | 1,507 | Aug 1, 2024 | $184,176 | $32,943 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,022 | Jul 1, 2024 | $104,693 | $30,959 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,689 | Feb 1, 2024 | $179,587 | $30,305 |
| DELTA DENTAL | Dental, Vision | 977 | Jan 1, 2025 | $582,101 | $29,349 |
| AETNA LIFE INSURANCE COMPANY | Dental | 644 | Oct 1, 2024 | $246,696 | $27,531 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 578 | May 1, 2024 | $113,101 | $26,896 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 645 | Apr 1, 2024 | $107,660 | $26,322 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 2,031 | Oct 1, 2024 | $117,730 | $26,006 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 1,406 | Jan 1, 2025 | $220,249 | $24,052 |
| DELTA DENTAL | Dental, Vision | 379 | Oct 1, 2024 | $328,248 | $22,966 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 482 | Oct 1, 2024 | $6,417,537 | $22,918 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 586 | Nov 1, 2024 | $108,979 | $19,925 |
| MUTUAL OF OMAHA | Life, Disability | 1,400 | Apr 1, 2024 | $216,921 | $17,339 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 8,301 | Jun 1, 2024 | $164,620 | $15,897 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 1,711 | Jan 1, 2025 | $22,230,861 | $14,967 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 651 | Feb 29, 2024 | $136,288 | $14,193 |
| MUTUAL OF OMAHA | Life, Disability | 510 | Feb 29, 2024 | $55,851 | $12,755 |
| DELTA DENTAL | Dental, Vision | 320 | Jun 1, 2024 | $182,239 | $10,397 |
| MUTUAL OF OMAHA | Life, Disability | 2,325 | Sep 1, 2024 | $384,737 | $9,613 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 47 | Jul 1, 2024 | $171,771 | $8,708 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 801 | Jan 1, 2025 | $89,188 | $8,532 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 485 | May 1, 2024 | $4,084,652 | $7,748 |
| DELTA DENTAL | Dental, Vision | 121 | Jul 1, 2024 | $97,349 | $7,559 |
| MUTUAL OF OMAHA | Life, Disability | 730 | Feb 1, 2024 | $29,235 | $6,820 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life | 1,295 | Apr 1, 2024 | $167,481 | $5,819 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Life | 107 | Jan 1, 2025 | $29,542 | $5,721 |
| MUTUAL OF OMAHA | Life | 247 | Nov 1, 2024 | $22,309 | $5,132 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 281 | Feb 29, 2024 | $12,788 | $5,074 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 254 | Dec 1, 2024 | $53,746 | $5,055 |
| DELTA DENTAL | Dental | 67 | May 1, 2024 | $52,690 | $4,010 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 3,357 | Aug 1, 2024 | $5,725,456 | $3,598 |
| DELTA DENTAL | Dental, Vision | 137 | Dec 1, 2024 | $72,552 | $3,441 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 38 | Sep 1, 2024 | $22,145 | $2,723 |
| DELTA DENTAL | Dental | 46 | Feb 1, 2024 | $35,934 | $2,515 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 197 | Oct 1, 2024 | $19,894 | $2,365 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 48 | Nov 1, 2024 | $19,897 | $2,364 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 44 | Aug 1, 2024 | $26,797 | $2,300 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 5,445 | Jan 1, 2025 | $19,641,624 | $2,291 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 563 | Jun 1, 2024 | $5,846,991 | $2,218 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 111 | Aug 1, 2024 | $9,300 | $2,030 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 206 | Oct 1, 2024 | $85,673 | $1,997 |
| DELTA DENTAL | Dental, Vision | 336 | Aug 1, 2024 | $236,591 | $1,942 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 49 | Feb 29, 2024 | $21,199 | $1,812 |
| DELTA DENTAL | Dental, Vision | 40 | Feb 29, 2024 | $18,112 | $1,811 |
| DELTA DENTAL | Dental, Vision | 32 | Nov 1, 2024 | $17,231 | $1,811 |
| RELIANCE LIFE INSURANCE COMPANY | Life, Disability | 4,523 | Jan 1, 2025 | $546,555 | $1,753 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 102 | Jun 1, 2024 | — | $1,637 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 2,125 | Jul 1, 2024 | $467,527 | $1,628 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 46 | Oct 1, 2024 | $14,295 | $1,397 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 43 | Aug 1, 2024 | $4,768 | $1,349 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Dental, Vision, Life, Disability | 4,617 | Jan 1, 2025 | $17,004,693 | $1,338 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,688 | Jan 1, 2025 | $669,839 | $1,224 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 846 | Dec 1, 2024 | $9,348,026 | $1,220 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 304 | Feb 1, 2024 | $627,803 | $1,172 |
| OXFORD HEALTH PLANS | Health | 86 | Nov 1, 2024 | $1,578,952 | $1,148 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 79 | Apr 1, 2024 | $10,548 | $1,055 |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 24 | Sep 1, 2024 | $10,827 | $1,052 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 799 | Feb 1, 2024 | $304,221 | $987 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 580 | Apr 1, 2024 | $1,217,023 | $932 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 700 | May 1, 2024 | $85,970 | $732 |
| OXFORD HEALTH PLANS | Health | 73 | Apr 1, 2024 | $986,637 | $728 |
| DELTA DENTAL | Dental | 14 | Sep 1, 2024 | $6,936 | $694 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 124 | Sep 1, 2024 | $58,935 | $631 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life | 358 | Apr 1, 2024 | $2,229,011 | $618 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 169 | Feb 29, 2024 | $695,008 | $614 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 730 | Feb 29, 2024 | $113,763 | $515 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 204 | Dec 1, 2024 | $3,107,926 | $329 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Life, Disability | 1,599 | Oct 1, 2024 | $6,741,824 | $299 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 1,639 | Dec 1, 2024 | $6,278,226 | $265 |
| AVESIS | Vision | 758 | Jan 1, 2025 | $4,998 | $261 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 849 | Dec 1, 2024 | $101,162 | $255 |
| VISION BENEFITS OF AMERICA | Vision | 388 | Jan 1, 2025 | $36,554 | $203 |
| RELIANCE LIFE INSURANCE COMPANY | Life, Disability | 420 | Dec 1, 2024 | $34,382 | $166 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 6,660 | Jul 1, 2024 | $10,486,765 | $125 |
| VISION BENEFITS OF AMERICA | Vision | 29 | Dec 1, 2024 | $3,719 | $78 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 21 | Jun 1, 2024 | $2,800 | $59 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 447 | Dec 1, 2024 | $73,225 | $42 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Disability | 2,513 | Feb 29, 2024 | $8,177,934 | $25 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 114 | Nov 1, 2024 | $5,801 | $23 |
| STANDARD INSURANCE COMPANY | Dental, Vision, Life, Disability | 2,322 | Jul 1, 2024 | $356,868 | $13 |
| RELIANCE LIFE INSURANCE COMPANY | Life | 79 | Feb 29, 2024 | $13,374 | $12 |
| OXFORD HEALTH PLANS | Health | 175 | Aug 1, 2024 | $531,158 | $5 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,493 | Sep 1, 2024 | $8,448,677 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 4,803 | Jun 1, 2024 | $5,697,569 | $0 |
| OXFORD HEALTH PLANS | Health | 292 | Feb 1, 2024 | $5,351,489 | $0 |
| CONNECTICARE, INC. | Health | 332 | Jul 1, 2024 | $5,333,776 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 14,923 | Jan 1, 2025 | $4,718,257 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 1,113 | Jul 1, 2024 | $4,026,429 | $0 |
| CONNECTICARE, INC. | Health | 170 | Jan 1, 2025 | $3,423,987 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Dental, Vision, Life | 717 | Dec 1, 2024 | $3,146,694 | $0 |
| BLUE CROSS OF ARKANSAS | Health | 287 | Feb 29, 2024 | $2,753,312 | $0 |
| OXFORD HEALTH PLANS | Health, Vision | 226 | Sep 1, 2024 | $2,290,630 | $0 |
| CONNECTICARE, INC. | Health | 87 | Nov 1, 2024 | $2,223,609 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 1,178 | Sep 1, 2024 | $2,160,546 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 915 | Feb 29, 2024 | $2,124,652 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 1,083 | Nov 1, 2024 | $1,733,471 | $0 |
| OXFORD HEALTH PLANS | Health | 114 | Feb 29, 2024 | $1,711,936 | $0 |
| OXFORD HEALTH PLANS | Health, Dental, Vision | 189 | Jul 1, 2024 | $1,633,324 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 5,054 | Jan 1, 2025 | $1,566,354 | $0 |
| CONNECTICARE, INC. | Health | 90 | Jun 1, 2024 | $1,525,494 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life | 292 | Dec 1, 2024 | $1,466,970 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 5,936 | Sep 1, 2024 | $1,465,576 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life | 846 | Jun 1, 2024 | $1,348,357 | $0 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 343 | Jul 1, 2024 | $1,305,726 | $0 |
| AETNA LIFE INSURANCE COMPANY | Health | 108 | Apr 1, 2024 | $1,245,960 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 215 | May 1, 2024 | $1,059,289 | $0 |
| CONNECTICARE, INC. | Health | 77 | Oct 1, 2024 | $959,143 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 161 | Aug 1, 2024 | $946,441 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 233 | Sep 1, 2024 | $866,337 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 5,120 | Jan 1, 2025 | $744,899 | $0 |
| CONNECTICARE, INC. | Health | 72 | Apr 1, 2024 | $742,610 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 5,253 | Jan 1, 2025 | $741,677 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Dental, Vision, Life, Disability | 1,625 | Jul 1, 2024 | $719,025 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Vision | 172 | Aug 1, 2024 | $675,227 | $0 |
| CONNECTICARE, INC. | Health | 39 | Dec 1, 2024 | $643,319 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 2,005 | Jun 1, 2024 | $623,340 | $0 |
| CONNECTICARE, INC. | Health | 42 | Feb 1, 2024 | $603,331 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,837 | Nov 1, 2024 | $596,436 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Dental, Vision | 281 | Feb 29, 2024 | $593,943 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 4,743 | Jan 1, 2025 | $518,958 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,622 | Oct 1, 2024 | $417,387 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,539 | Feb 29, 2024 | $399,191 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 3,033 | May 1, 2024 | $388,173 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 474 | Oct 1, 2024 | $318,345 | $0 |
| STANDARD INSURANCE COMPANY | Dental, Life, Disability | 2,157 | Jan 1, 2025 | $315,613 | $0 |
| CONNECTICARE, INC. | Health | 18 | Aug 1, 2024 | $296,418 | $0 |
| CONNECTICARE, INC. | Health | 36 | Feb 29, 2024 | $282,771 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,442 | Apr 1, 2024 | $279,356 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 887 | Aug 1, 2024 | $272,574 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Life, Disability | 1,551 | May 1, 2024 | $238,742 | $0 |
| CONNECTICARE, INC. | Health | 18 | Sep 1, 2024 | $237,781 | $0 |
| CONNECTICARE, INC. | Health | 22 | May 1, 2024 | $234,033 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life | 254 | Aug 1, 2024 | $233,263 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 919 | Jun 1, 2024 | $232,244 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 670 | Jun 1, 2024 | $191,824 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,401 | Oct 1, 2024 | $189,433 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 474 | Feb 1, 2024 | $140,524 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 677 | Dec 1, 2024 | $106,769 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 410 | Jul 1, 2024 | $101,602 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 784 | Jun 1, 2024 | $98,831 | $0 |
| VISION SERVICE PLAN | Vision | 532 | Jan 1, 2025 | $88,777 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 126 | Aug 1, 2024 | $78,741 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Dental, Life, Disability | 453 | Oct 1, 2024 | $77,605 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental | 141 | Oct 1, 2024 | $74,051 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 363 | Feb 29, 2024 | $68,187 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 412 | Aug 1, 2024 | $66,321 | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 386 | Dec 1, 2024 | $64,156 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 535 | Jan 1, 2025 | $60,133 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 678 | Oct 1, 2024 | $60,041 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 265 | Apr 1, 2024 | $54,168 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 343 | May 1, 2024 | $53,717 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 414 | May 1, 2024 | $51,223 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 722 | Jul 1, 2024 | $48,947 | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 256 | Jun 1, 2024 | $46,797 | $0 |
| VISION SERVICE PLAN | Vision | 252 | Feb 1, 2024 | $45,264 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Life | 217 | Aug 1, 2024 | $43,424 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 886 | Nov 1, 2024 | $43,422 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 278 | May 1, 2024 | $43,001 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 431 | Dec 1, 2024 | $42,955 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 244 | Jul 1, 2024 | $39,071 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 157 | Dec 1, 2024 | $38,735 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Health, Dental, Life, Disability | 6 | Jun 1, 2024 | $37,330 | $0 |
| VISION SERVICE PLAN | Vision | 298 | Feb 29, 2024 | $37,293 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 318 | Sep 1, 2024 | $35,949 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 306 | Jul 1, 2024 | $35,912 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 115 | May 1, 2024 | $35,406 | $0 |
| VISION SERVICE PLAN | Vision | 298 | Jul 1, 2024 | $33,499 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 155 | Feb 29, 2024 | $31,081 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 135 | Dec 1, 2024 | $30,953 | $0 |
| STANDARD INSURANCE COMPANY | Life | 370 | Feb 29, 2024 | $28,017 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Life, Disability | 109 | Nov 1, 2024 | $27,658 | $0 |
| EMBLEMHEALTH | Health | 27 | Jun 1, 2024 | $27,475 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 112 | Feb 1, 2024 | $27,255 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life, Disability | 295 | May 1, 2024 | $25,057 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | Dental, Vision | 46 | Feb 1, 2024 | $24,993 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 184 | Apr 1, 2024 | $21,886 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 214 | May 1, 2024 | $18,742 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Dental, Life | 82 | Sep 1, 2024 | $17,726 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 103 | Apr 1, 2024 | $17,433 | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 173 | Aug 1, 2024 | $17,137 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 203 | Jun 1, 2024 | $16,996 | $0 |
| VISION SERVICE PLAN | Vision | 81 | Aug 1, 2024 | $16,989 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 155 | Oct 1, 2024 | $16,509 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life | 218 | Apr 1, 2024 | $14,638 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Disability | 57 | Jun 1, 2024 | $14,134 | $0 |
| VISION BENEFITS OF AMERICA | Vision | 142 | Jul 1, 2024 | $13,463 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 144 | Nov 1, 2024 | $13,420 | $0 |
| STANDARD INSURANCE COMPANY | Life | 184 | Feb 1, 2024 | $12,931 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 48 | Oct 1, 2024 | $12,772 | $0 |
| HARVARD PILGRIM | Health | 1 | Feb 29, 2024 | $10,994 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 67 | Dec 1, 2024 | $10,846 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life | 107 | Aug 1, 2024 | $9,861 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 126 | Feb 1, 2024 | $9,701 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 124 | Dec 1, 2024 | $9,647 | $0 |
| VISION SERVICE PLAN | Vision | 70 | Dec 1, 2024 | $8,672 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life | 41 | May 1, 2024 | $8,403 | $0 |
| VISION SERVICE PLAN | Vision | 72 | Oct 1, 2024 | $8,342 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 78 | Apr 1, 2024 | $7,812 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life | 66 | Oct 1, 2024 | $6,233 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 46 | Jun 1, 2024 | $5,978 | $0 |
| VISION SERVICE PLAN | Vision | 48 | Sep 1, 2024 | $4,878 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 24 | Aug 1, 2024 | $4,634 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life | 23 | Jul 1, 2024 | $4,526 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life, Disability | 42 | Sep 1, 2024 | $2,957 | $0 |
| AVESIS | Vision | 203 | Aug 1, 2024 | $2,750 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 22 | Sep 1, 2024 | $2,405 | $0 |
| VISION BENEFITS OF AMERICA | Vision | 30 | Jun 1, 2024 | $2,168 | $0 |
| HARVARD PILGRIM | Health | 1 | Apr 1, 2024 | $1,891 | $0 |
| VISION BENEFITS OF AMERICA | Vision | 11 | Apr 1, 2024 | $1,228 | $0 |
| VISION SERVICE PLAN | Vision | 8 | Nov 1, 2024 | $1,120 | $0 |
| EYEMED/EYECARE PLAN OF AMERICA | Vision | 5 | Nov 1, 2024 | $1,100 | $0 |
| HARVARD PILGRIM | Health | 1 | Sep 1, 2024 | $664 | $0 |
| HARVARD PILGRIM | Health | 3 | Jul 1, 2024 | $582 | $0 |
| HARVARD PILGRIM | Health | 1 | Jun 1, 2024 | $523 | $0 |
| HARVARD PILGRIM | Health | 3 | May 1, 2024 | $374 | $0 |
| AETNA LIFE INSURANCE COMPANY | Vision | 1 | Nov 1, 2024 | $158 | $0 |
| RELIANCE LIFE INSURANCE COMPANY | Life | 2 | Nov 1, 2024 | $77 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 24 | Feb 29, 2024 | $23 | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 216 | Oct 1, 2024 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Plan administrator on the filing
BOSTON INSURANCE EMPLOYEE BENEFIT TRUST
EIN 04-2782032
PROFESSIONAL PENSIONS INC
Plan administrator · EIN 06-0860933
$213,993
paid directly by the plan
BEERS, HAMERMAN, COHEN & BERGER P.C
Accounting and audit · EIN 47-2517893
$47,766
paid directly by the plan
PRINCIPAL TRUST COMPANY
TRUSTEE · EIN 51-0099493
$21,348
paid directly by the plan
ACRISURE, LLC DBA COMPAIN ANDERSON
Named on Schedule C · EIN 26-3554645
$6,584
paid directly by the plan
ALLIANT INSURANCE SERVICES INC.
Named on Schedule C · EIN 33-0785439
$31,416
paid directly by the plan
BENEFITS NETWORK INC.
Named on Schedule C · EIN 25-1817548
$9,746
paid directly by the plan
BLUEPRINT BENEFIT ADVISORS
Named on Schedule C · EIN 61-1773085
$89,859
paid directly by the plan
C.M. SMITH AGENCY
Named on Schedule C · EIN 06-0925246
$5,551
paid directly by the plan
CAMBRIDGE LIFE BROKERAGE LLC
Named on Schedule C · EIN 45-2642901
$174,164
paid directly by the plan
AON CONSULTING
Named on Schedule C · EIN 22-2945469
$7,060
paid directly by the plan
CHITTENDEN INSURANCE AGENCY
Named on Schedule C · EIN 06-0769324
$10,398
paid directly by the plan
CONNER STRONG COMPANIES, INC.
Named on Schedule C · EIN 21-0718159
$6,662
paid directly by the plan
DIGITAL INSURANCE, INC.
Named on Schedule C · EIN 58-2522668
$12,167
paid directly by the plan
EDGEWOOD PARTNERS INSURANCE CENTER
Named on Schedule C · EIN 94-3195221
$50,151
paid directly by the plan
EXUDE BENEFITS GROUP
Named on Schedule C · EIN 23-2859145
$13,149
paid directly by the plan
GALLAGHER BENEFIT SERVICES
Named on Schedule C · EIN 36-4291971
$11,042
paid directly by the plan
HUB INTERNATIONAL NE
Named on Schedule C · EIN 13-3621603
$81,618
paid directly by the plan
KEYSTONE BENEFITS GROUP
Named on Schedule C · EIN 20-0333219
$16,949
paid directly by the plan
LIGHT HOUSE EMPLOYEE BENEFITS
Named on Schedule C · EIN 85-4566379
$17,713
paid directly by the plan
MARSH & MCLENNAN AGENCY
Named on Schedule C · EIN 36-1436000
$27,929
paid directly by the plan
MV FINANCIAL GROUP
Named on Schedule C · EIN 52-1480475
$5,106
paid directly by the plan
NESSO BENEFITS
Named on Schedule C · EIN 26-4225179
$14,076
paid directly by the plan
NFP CORPORATE SERVICES
Named on Schedule C · EIN 20-1941665
$58,642
paid directly by the plan
PROVIDENCE HEALTH BENEFITS
Named on Schedule C · EIN 83-4371853
$6,550
paid directly by the plan
SMITH BROTHERS INSURANCE
Named on Schedule C · EIN 06-0391040
$8,188
paid directly by the plan
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Plan assets at year end
$9,998,427Paid out in benefits
$303,203,836Paid to insurance carriersSchedule H, line 2e(2)
$303,203,836Independent accountantEIN 47-2517893
BEERS, HAMERMAN, COHEN&BURGER, P.C.Accountant's opinion (Schedule H, line 3a)
UnmodifiedAudit fee
$47,766Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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