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BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 401k Plan overview

Plan NameBOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS
Plan identification number 501

BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP has sponsored the creation of one or more 401k plans.

Company Name:BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP
Employer identification number (EIN):270427333
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-03-28
Company Identification Number: 0802423940
Legal Registered Office Address: 2001 ROSS AVE STE 1900

DALLAS
United States of America (USA)
75201

More information about BOSTON FINANCIAL INVESTMENT MANAGEMENT, LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-08-01CHRISTINE CHENEY
5012015-08-01CHRISTINE CHENEY
5012014-08-01CHRISTINE CHENEY MARIE REYNOLDS2016-01-19
5012013-08-01CHRISTINE CHENEY
5012012-08-01CHRISTINE CHENEY MARIE REYNOLDS2014-02-11
5012011-08-01JENNIFER TENCZAR MARIE REYNOLDS2013-02-01
5012010-08-01JENNIFER TENCZAR MARIE REYNOLDS2012-02-01
5012009-08-01JENNIFER TENCZAR MARIE REYNOLDS2011-01-28

Plan Statistics for BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS

401k plan membership statisitcs for BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS

Measure Date Value
2016: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2016 401k membership
Total participants, beginning-of-year2016-08-01166
Total number of active participants reported on line 7a of the Form 55002016-08-01157
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01157
2015: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2015 401k membership
Total participants, beginning-of-year2015-08-01136
Total number of active participants reported on line 7a of the Form 55002015-08-01166
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01166
2014: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2014 401k membership
Total participants, beginning-of-year2014-08-01136
Total number of active participants reported on line 7a of the Form 55002014-08-01136
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01136
2013: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2013 401k membership
Total participants, beginning-of-year2013-08-01128
Total number of active participants reported on line 7a of the Form 55002013-08-01136
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-01136
2012: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2012 401k membership
Total participants, beginning-of-year2012-08-01127
Total number of active participants reported on line 7a of the Form 55002012-08-01128
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-01128
2011: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2011 401k membership
Total participants, beginning-of-year2011-08-01126
Total number of active participants reported on line 7a of the Form 55002011-08-01127
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-01127
2010: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2010 401k membership
Total participants, beginning-of-year2010-08-01113
Total number of active participants reported on line 7a of the Form 55002010-08-01126
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-01126
2009: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2009 401k membership
Total participants, beginning-of-year2009-08-01100
Total number of active participants reported on line 7a of the Form 55002009-08-01113
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-01113

Form 5500 Responses for BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS

2016: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – General assets of the sponsorYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – General assets of the sponsorYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – General assets of the sponsorYes
2013: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – General assets of the sponsorYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – General assets of the sponsorYes
2012: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – General assets of the sponsorYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – General assets of the sponsorYes
2011: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: BOSTON FINANCIAL INVESTMENT MANAGEMENT HEALTH AND WELFARE PLANS 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01First time form 5500 has been submittedYes
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

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