Form 5500 · Employee benefit plan · BOSTON, MA
SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.
SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC. of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2504672 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 338 | July | $63,045 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 187 | July | $10,760 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 247 | July | $1,728 |
| ESI EMPLOYEE ASSISTANCE GROUP | — | 189 | July | $0 |
Questions
Who is SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC. use?
SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.'s benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.
When does SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.'s group plan renew?
The most recent Schedule A policy period for SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC. ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.