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Form 5500 · Retirement plan · BOSTON, MA

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

The filing calls this plan MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS EMPLOYEES' RETIREMENT PLAN.

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS of BOSTON, MA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2103597 · plan 001 · plan year 2023, filed Aug 27, 2024

Participants at the start of the year
469
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANY—0December—$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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
EIN 04-2103597
THE ANGELL PENSION GROUP, INC.
Contract administrator · EIN 04-2530412
$236,853
paid directly by the plan
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$119,154
paid directly by the plan
CARON & BLETZER, PLLC
Accounting and audit · EIN 04-3499945
$14,400
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.

What the plan holds

Paid out in benefits
$50,473,321
Participants at the start of the year
469

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 04-3499945
CARON & BLETZER, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$14,400

From Schedule H of this filing.

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