401k Plan data: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM plan

MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 401k Plan overview

Plan Name	MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM
Plan identification number	506

MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Other welfare benefit cover

401k Sponsoring company profile

MASSACHUSETTS FINANCIAL SERVICES COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MASSACHUSETTS FINANCIAL SERVICES COMPANY

Employer identification number (EIN): 042747644

NAIC Classification: 523900

Additional information about MASSACHUSETTS FINANCIAL SERVICES COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 929767

More information about MASSACHUSETTS FINANCIAL SERVICES COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2012-01-01 MARK LEARY MARK LEARY 2013-11-13
506 2011-01-01 MARK LEARY
506 2010-01-01 MARK LEARY
506 2009-01-01 MARK LEARY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
506	2012-01-01	MARK LEARY	MARK LEARY	2013-11-13
506	2011-01-01	MARK LEARY
506	2010-01-01	MARK LEARY
506	2009-01-01	MARK LEARY

Plan Statistics for MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM

401k plan membership statisitcs for MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM

Measure Date Value
2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,528
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,535
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,510
Number of retired or separated participants receiving benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 1,528
Total participants 2011-01-01 1,528
2010: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,568
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,529
Number of retired or separated participants receiving benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 1,535
Total participants 2010-01-01 1,535
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,626
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,541
Number of retired or separated participants receiving benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 1,568
Total participants 2009-01-01 1,568

Measure	Date	Value
2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,528
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,535
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,510
Number of retired or separated participants receiving benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	1,528
Total participants	2011-01-01	1,528
2010: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,568
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,529
Number of retired or separated participants receiving benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	1,535
Total participants	2010-01-01	1,535
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,626
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,541
Number of retired or separated participants receiving benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	1,568
Total participants	2009-01-01	1,568

Form 5500 Responses for MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM

2012: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: MASSACHUSETTS FINANCIAL SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Potentially related plans

MASSACHUSETTS FINANCIAL SERVICES RETIREMENT PLAN FOR EMPLOYEES OF PRB [EIN = 530214030]

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Company Name:	MASSACHUSETTS FINANCIAL SERVICES COMPANY
Employer identification number (EIN):	042747644
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	929767