Form 5500 · Employee benefit plan · BOSTON, MA
RUBIN AND RUDMAN LLP
RUBIN AND RUDMAN LLP of BOSTON, MA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2202844 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., covers 233 people.
Reported premium across the insured contracts is $3,803,592, with $69,957 in disclosed broker commissions — about 1.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
PATRIOT GROWTH INSURANCE SERVICES is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. — with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 233 | December | $3,435,418 | $43,751 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 153 | December | $204,210 | $21,206 |
| UNUM INSURANCE COMPANY | — | 0 | December | $154,740 | $4,224 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 123 | December | $9,224 | $776 |
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