Form 5500 · Employee benefit plan · BOSTON, MA
MASSACHUSETTS FINANCIAL SERVICES COMPANY
MASSACHUSETTS FINANCIAL SERVICES COMPANY of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON US LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2747644 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 1,542 | July | $120,753 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY OF BOSTON | Life | 1,696 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY OF BOSTON | Disability | 1,669 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 2,208 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 11 | December | $0 |
Questions
Who is MASSACHUSETTS FINANCIAL SERVICES COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, MASSACHUSETTS FINANCIAL SERVICES COMPANY's broker of record is WILLIS TOWERS WATSON US LLC.
What insurance carrier does MASSACHUSETTS FINANCIAL SERVICES COMPANY use?
MASSACHUSETTS FINANCIAL SERVICES COMPANY's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does MASSACHUSETTS FINANCIAL SERVICES COMPANY's group plan renew?
The most recent Schedule A policy period for MASSACHUSETTS FINANCIAL SERVICES COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MASSACHUSETTS FINANCIAL SERVICES COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.