401k Plan data: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN plan

BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOSTON PRIVATE WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: BOSTON PRIVATE WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 042976299

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DIANE TERWILLIGER
001 2016-01-01 MARTHA HIGGINS
001 2015-01-01 MARTHA HIGGINS
001 2014-01-01 MARTHA HIGGINS
001 2013-01-01 MARTHA HIGGINS
001 2012-01-01 MARTHA HIGGINS
001 2011-01-01 MARTHA HIGGINS
001 2009-01-01 GERALD RAPHEL
001 2009-01-01 GERALD RAPHEL

Plan Statistics for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,117
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
2021: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 756
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 346
Total of all active and inactive participants 2021-01-01 1,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 1,117
Number of participants with account balances 2021-01-01 1,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,093
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 811
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 305
Total of all active and inactive participants 2020-01-01 1,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,121
Number of participants with account balances 2020-01-01 1,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 47
2019: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,154
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 771
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 309
Total of all active and inactive participants 2019-01-01 1,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,093
Number of participants with account balances 2019-01-01 1,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 43
2018: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,196
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 833
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 310
Total of all active and inactive participants 2018-01-01 1,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 1,154
Number of participants with account balances 2018-01-01 1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 99
2017: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,180
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 925
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 261
Total of all active and inactive participants 2017-01-01 1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,196
Number of participants with account balances 2017-01-01 1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 35
2016: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 906
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 264
Total of all active and inactive participants 2016-01-01 1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 1,180
Number of participants with account balances 2016-01-01 1,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 26
2015: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,077
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 869
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 241
Total of all active and inactive participants 2015-01-01 1,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 1,117
Number of participants with account balances 2015-01-01 981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 22
2014: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,026
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 839
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 233
Total of all active and inactive participants 2014-01-01 1,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 1,077
Number of participants with account balances 2014-01-01 929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 27
2013: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,054
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 776
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 245
Total of all active and inactive participants 2013-01-01 1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,026
Number of participants with account balances 2013-01-01 911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 31
2012: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,055
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 826
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 220
Total of all active and inactive participants 2012-01-01 1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,054
Number of participants with account balances 2012-01-01 928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 29
2011: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,045
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 870
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 177
Total of all active and inactive participants 2011-01-01 1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 1,055
Number of participants with account balances 2011-01-01 929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 29
2009: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,305
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 886
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 367
Total of all active and inactive participants 2009-01-01 1,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,256
Number of participants with account balances 2009-01-01 1,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 128

Measure	Date	Value
2022: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,117
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
2021: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	756
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	346
Total of all active and inactive participants	2021-01-01	1,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	1,117
Number of participants with account balances	2021-01-01	1,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,093
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	811
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	305
Total of all active and inactive participants	2020-01-01	1,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,121
Number of participants with account balances	2020-01-01	1,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	47
2019: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,154
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	771
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	309
Total of all active and inactive participants	2019-01-01	1,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,093
Number of participants with account balances	2019-01-01	1,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	43
2018: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,196
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	833
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	310
Total of all active and inactive participants	2018-01-01	1,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	1,154
Number of participants with account balances	2018-01-01	1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	99
2017: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,180
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	925
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	261
Total of all active and inactive participants	2017-01-01	1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,196
Number of participants with account balances	2017-01-01	1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	35
2016: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	906
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	264
Total of all active and inactive participants	2016-01-01	1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	1,180
Number of participants with account balances	2016-01-01	1,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	26
2015: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,077
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	869
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	241
Total of all active and inactive participants	2015-01-01	1,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	1,117
Number of participants with account balances	2015-01-01	981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	22
2014: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,026
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	839
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	233
Total of all active and inactive participants	2014-01-01	1,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	1,077
Number of participants with account balances	2014-01-01	929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	27
2013: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,054
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	776
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	245
Total of all active and inactive participants	2013-01-01	1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,026
Number of participants with account balances	2013-01-01	911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	31
2012: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,055
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	826
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	220
Total of all active and inactive participants	2012-01-01	1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,054
Number of participants with account balances	2012-01-01	928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	29
2011: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,045
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	870
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	177
Total of all active and inactive participants	2011-01-01	1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	1,055
Number of participants with account balances	2011-01-01	929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	29
2009: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,305
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	886
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	367
Total of all active and inactive participants	2009-01-01	1,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,256
Number of participants with account balances	2009-01-01	1,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	128

Financial Data on BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-04-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-04-01	$-97,081
Total unrealized appreciation/depreciation of assets	2022-04-01	$-97,081
Total transfer of assets to this plan	2022-04-01	$0
Total transfer of assets from this plan	2022-04-01	$134,892,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-04-01	$0
Expenses. Interest paid	2022-04-01	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-04-01	$0
Total income from all sources (including contributions)	2022-04-01	$-10,133,445
Total loss/gain on sale of assets	2022-04-01	$-102,249
Total of all expenses incurred	2022-04-01	$24,279,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-04-01	$24,261,871
Expenses. Certain deemed distributions of participant loans	2022-04-01	$0
Value of total corrective distributions	2022-04-01	$8,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-04-01	$99,063
Value of total assets at end of year	2022-04-01	$0
Value of total assets at beginning of year	2022-04-01	$169,305,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-04-01	$9,152
Total income from rents	2022-04-01	$0
Total interest from all sources	2022-04-01	$15,783
Total dividends received (eg from common stock, registered investment company shares)	2022-04-01	$103,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-04-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-04-01	$99,976
Assets. Real estate other than employer real property at end of year	2022-04-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-04-01	$0
Administrative expenses professional fees incurred	2022-04-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-04-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-04-01	$906
Was this plan covered by a fidelity bond	2022-04-01	Yes
Value of fidelity bond cover	2022-04-01	$10,000,000
If this is an individual account plan, was there a blackout period	2022-04-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-04-01	No
Contributions received from participants	2022-04-01	$0
Participant contributions at end of year	2022-04-01	$0
Participant contributions at beginning of year	2022-04-01	$1,457,307
Participant contributions at end of year	2022-04-01	$0
Participant contributions at beginning of year	2022-04-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-04-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-04-01	$484
Income. Received or receivable in cash from other sources (including rollovers)	2022-04-01	$99,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-04-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-04-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-04-01	$0
Assets. Loans (other than to participants) at end of year	2022-04-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-04-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-04-01	$0
Other income not declared elsewhere	2022-04-01	$101,821
Administrative expenses (other) incurred	2022-04-01	$3,469
Liabilities. Value of operating payables at end of year	2022-04-01	$0
Liabilities. Value of operating payables at beginning of year	2022-04-01	$0
Total non interest bearing cash at end of year	2022-04-01	$0
Total non interest bearing cash at beginning of year	2022-04-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-01	No
Income. Non cash contributions	2022-04-01	$0
Value of net income/loss	2022-04-01	$-34,412,630
Value of net assets at end of year (total assets less liabilities)	2022-04-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-04-01	$169,305,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-04-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-04-01	No
Were any leases to which the plan was party in default or uncollectible	2022-04-01	No
Assets. partnership/joint venture interests at end of year	2022-04-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-04-01	$0
Investment advisory and management fees	2022-04-01	$5,683
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-04-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-04-01	$155,346,358
Value of interest in pooled separate accounts at end of year	2022-04-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-04-01	$0
Interest on participant loans	2022-04-01	$14,323
Income. Interest from loans (other than to participants)	2022-04-01	$0
Interest earned on other investments	2022-04-01	$0
Income. Interest from US Government securities	2022-04-01	$0
Income. Interest from corporate debt instruments	2022-04-01	$0
Value of interest in master investment trust accounts at end of year	2022-04-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-04-01	$0
Value of interest in common/collective trusts at end of year	2022-04-01	$0
Value of interest in common/collective trusts at beginning of year	2022-04-01	$7,610,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-04-01	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-04-01	$2,160,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-04-01	$2,160,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-04-01	$1,460
Assets. Value of investments in 103.12 investment entities at end of year	2022-04-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-04-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-04-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-04-01	$0
Asset value of US Government securities at end of year	2022-04-01	$0
Asset value of US Government securities at beginning of year	2022-04-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-04-01	$-10,283,110
Net investment gain/loss from pooled separate accounts	2022-04-01	$0
Net investment gain or loss from common/collective trusts	2022-04-01	$28,698
Net gain/loss from 103.12 investment entities	2022-04-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-04-01	No
Was there a failure to transmit to the plan any participant contributions	2022-04-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-04-01	No
Assets. Invements in employer securities at end of year	2022-04-01	$0
Assets. Invements in employer securities at beginning of year	2022-04-01	$0
Assets. Value of employer real property at end of year	2022-04-01	$0
Assets. Value of employer real property at beginning of year	2022-04-01	$0
Contributions received in cash from employer	2022-04-01	$0
Employer contributions (assets) at end of year	2022-04-01	$0
Employer contributions (assets) at beginning of year	2022-04-01	$215,510
Income. Dividends from preferred stock	2022-04-01	$28
Income. Dividends from common stock	2022-04-01	$3,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-04-01	$24,261,871
Asset. Corporate debt instrument preferred debt at end of year	2022-04-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-04-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-04-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-04-01	$0
Contract administrator fees	2022-04-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-04-01	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-04-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-04-01	$2,513,937
Liabilities. Value of benefit claims payable at end of year	2022-04-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-04-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-04-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-04-01	$0
Did the plan have assets held for investment	2022-04-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-04-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-04-01	Yes
Aggregate proceeds on sale of assets	2022-04-01	$452,995
Aggregate carrying amount (costs) on sale of assets	2022-04-01	$555,244
Liabilities. Value of acquisition indebtedness at end of year	2022-04-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-04-01	$0
Opinion of an independent qualified public accountant for this plan	2022-04-01	Unqualified
Accountancy firm name	2022-04-01	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-04-01	043499945
2021 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-137,225
Total unrealized appreciation/depreciation of assets	2021-12-31	$-137,225
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$36,462,934
Total loss/gain on sale of assets	2021-12-31	$419,480
Total of all expenses incurred	2021-12-31	$18,712,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$18,674,568
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,148
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,473,294
Value of total assets at end of year	2021-12-31	$169,305,160
Value of total assets at beginning of year	2021-12-31	$151,554,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,609
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$82,799
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,360,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,342,610
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$906
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,751,616
Participant contributions at end of year	2021-12-31	$1,457,307
Participant contributions at beginning of year	2021-12-31	$1,422,055
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$484
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,034,006
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$28,000
Administrative expenses (other) incurred	2021-12-31	$9,612
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$5,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$17,750,609
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$169,305,160
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$151,554,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$20,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$155,346,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$136,893,734
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$77,309
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$7,610,199
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,434,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,160,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,172,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,172,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$5,490
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,101,545
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$134,584
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$261,196
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$2,687,672
Employer contributions (assets) at end of year	2021-12-31	$215,510
Employer contributions (assets) at beginning of year	2021-12-31	$300,744
Income. Dividends from preferred stock	2021-12-31	$170
Income. Dividends from common stock	2021-12-31	$17,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$18,674,568
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$2,513,937
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$2,064,083
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$7,972,975
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$7,553,495
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$177,383
Total unrealized appreciation/depreciation of assets	2020-12-31	$177,383
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$32,237,634
Total loss/gain on sale of assets	2020-12-31	$264,445
Total of all expenses incurred	2020-12-31	$12,535,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,510,792
Expenses. Certain deemed distributions of participant loans	2020-12-31	$-91
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,210,890
Value of total assets at end of year	2020-12-31	$151,554,551
Value of total assets at beginning of year	2020-12-31	$131,852,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,560
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$92,583
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,863,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,845,722
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,106,516
Participant contributions at end of year	2020-12-31	$1,422,055
Participant contributions at beginning of year	2020-12-31	$1,564,683
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$-3,150
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,585,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$8,052
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$5,705
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$19,702,373
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$151,554,551
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$131,852,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$16,508
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$136,893,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$121,348,627
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$89,440
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$7,434,674
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,779,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,172,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,057,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,057,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,143
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$13,493,098
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$135,976
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$261,196
Assets. Invements in employer securities at beginning of year	2020-12-31	$426,614
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$2,518,536
Employer contributions (assets) at end of year	2020-12-31	$300,744
Employer contributions (assets) at beginning of year	2020-12-31	$380,814
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$17,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,510,792
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$2,064,083
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,297,703
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$6,080,716
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$5,816,271
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$172,396
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$172,396
Total unrealized appreciation/depreciation of assets	2019-12-31	$172,396
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$9,747,807
Total transfer of assets from this plan	2019-12-31	$9,747,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$66
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$66
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$38,384,783
Total income from all sources (including contributions)	2019-12-31	$38,384,783
Total loss/gain on sale of assets	2019-12-31	$123,462
Total loss/gain on sale of assets	2019-12-31	$123,462
Total of all expenses incurred	2019-12-31	$17,042,424
Total of all expenses incurred	2019-12-31	$17,042,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$17,009,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$17,009,441
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,797
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,797
Value of total corrective distributions	2019-12-31	$9,579
Value of total corrective distributions	2019-12-31	$9,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,032,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,032,295
Value of total assets at end of year	2019-12-31	$131,852,178
Value of total assets at end of year	2019-12-31	$131,852,178
Value of total assets at beginning of year	2019-12-31	$120,257,692
Value of total assets at beginning of year	2019-12-31	$120,257,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,607
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$111,890
Total interest from all sources	2019-12-31	$111,890
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,798,304
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,798,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,776,416
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,776,416
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$7,752,803
Contributions received from participants	2019-12-31	$7,752,803
Participant contributions at end of year	2019-12-31	$1,564,683
Participant contributions at end of year	2019-12-31	$1,564,683
Participant contributions at beginning of year	2019-12-31	$1,720,660
Participant contributions at beginning of year	2019-12-31	$1,720,660
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$-3,150
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$-3,150
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,940
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,940
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,444,908
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,444,908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$66
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$-3,119
Administrative expenses (other) incurred	2019-12-31	$-3,119
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$1,141
Total non interest bearing cash at beginning of year	2019-12-31	$1,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$21,342,359
Value of net income/loss	2019-12-31	$21,342,359
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$131,852,178
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$131,852,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$120,257,626
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$120,257,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$24,726
Investment advisory and management fees	2019-12-31	$24,726
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$121,348,627
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$121,348,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$108,181,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$108,181,575
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$91,539
Interest on participant loans	2019-12-31	$91,539
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$5,779,254
Value of interest in common/collective trusts at end of year	2019-12-31	$5,779,254
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,486,393
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,486,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,057,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,057,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,092,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,092,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$20,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$20,351
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$72,943
Asset value of US Government securities at beginning of year	2019-12-31	$72,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$20,008,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$20,008,554
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$137,882
Net investment gain or loss from common/collective trusts	2019-12-31	$137,882
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$426,614
Assets. Invements in employer securities at end of year	2019-12-31	$426,614
Assets. Invements in employer securities at beginning of year	2019-12-31	$425,305
Assets. Invements in employer securities at beginning of year	2019-12-31	$425,305
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$2,834,584
Contributions received in cash from employer	2019-12-31	$2,834,584
Employer contributions (assets) at end of year	2019-12-31	$380,814
Employer contributions (assets) at end of year	2019-12-31	$380,814
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$21,888
Income. Dividends from common stock	2019-12-31	$21,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$17,009,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$17,009,441
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,297,703
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,297,703
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,271,494
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,271,494
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$3,523,653
Aggregate proceeds on sale of assets	2019-12-31	$3,523,653
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$3,400,191
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$3,400,191
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
Accountancy firm EIN	2019-12-31	043499945
2018 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-403,198
Total unrealized appreciation/depreciation of assets	2018-12-31	$-403,198
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$11,371,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$66
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$6,392,577
Total loss/gain on sale of assets	2018-12-31	$116,447
Total of all expenses incurred	2018-12-31	$16,917,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,889,203
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,165
Value of total corrective distributions	2018-12-31	$2,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$14,229,492
Value of total assets at end of year	2018-12-31	$120,257,692
Value of total assets at beginning of year	2018-12-31	$142,153,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,148
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$109,526
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,536,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,514,418
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$9,026,930
Participant contributions at end of year	2018-12-31	$1,720,660
Participant contributions at beginning of year	2018-12-31	$1,621,432
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$5,940
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$-10,632
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,145,719
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$11,406
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$1,141
Total non interest bearing cash at beginning of year	2018-12-31	$1,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-10,524,716
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$120,257,626
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$142,153,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$9,742
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$108,181,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$130,631,458
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$82,229
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$7,486,393
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,092,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$7,633,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$7,633,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$27,297
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$72,943
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-14,330,300
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$134,309
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$425,305
Assets. Invements in employer securities at beginning of year	2018-12-31	$775,814
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$3,056,843
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$21,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$16,889,203
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,271,494
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$1,500,834
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$1,773,054
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,656,607
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$90,863
Total unrealized appreciation/depreciation of assets	2017-12-31	$90,863
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$34,894,984
Total loss/gain on sale of assets	2017-12-31	$12,753
Total of all expenses incurred	2017-12-31	$10,097,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,073,055
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,967
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$13,919,877
Value of total assets at end of year	2017-12-31	$142,153,796
Value of total assets at beginning of year	2017-12-31	$117,356,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,252
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$112,412
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$5,708,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$5,685,345
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$434
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$8,832,223
Participant contributions at end of year	2017-12-31	$1,621,432
Participant contributions at beginning of year	2017-12-31	$1,554,001
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$-10,632
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$38
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,989,339
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$9,716
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$1,355
Total non interest bearing cash at beginning of year	2017-12-31	$6,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$24,797,710
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$142,153,796
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$117,356,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$5,536
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$130,631,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$104,265,089
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$65,793
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$27
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$7,633,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,829,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,829,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$46,592
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$15,050,405
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$775,814
Assets. Invements in employer securities at beginning of year	2017-12-31	$903,884
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$3,098,315
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$7
Income. Dividends from common stock	2017-12-31	$23,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,073,055
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,906
Contract administrator fees	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$1,500,834
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,795,026
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$1,191,267
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,178,514
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$427,144
Total unrealized appreciation/depreciation of assets	2016-12-31	$427,144
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$21,826,208
Total loss/gain on sale of assets	2016-12-31	$1,981
Total of all expenses incurred	2016-12-31	$7,747,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,736,026
Expenses. Certain deemed distributions of participant loans	2016-12-31	$905
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$12,540,381
Value of total assets at end of year	2016-12-31	$117,356,086
Value of total assets at beginning of year	2016-12-31	$103,277,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,688
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$72,698
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,114,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,052,190
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$434
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$8,434,371
Participant contributions at end of year	2016-12-31	$1,554,001
Participant contributions at beginning of year	2016-12-31	$1,617,159
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$38
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,631
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,184,005
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,438
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$8,703
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$6,668
Total non interest bearing cash at beginning of year	2016-12-31	$1,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$14,078,589
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$117,356,086
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$103,277,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$1,985
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$104,265,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$92,488,153
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$66,591
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$26
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,829,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$5,852,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$5,852,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$6,081
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,669,882
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$903,884
Assets. Invements in employer securities at beginning of year	2016-12-31	$667,606
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$2,922,005
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$9
Income. Dividends from common stock	2016-12-31	$61,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,736,026
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,906
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,795,026
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,643,171
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$3,771,716
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$3,769,735
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-311,921
Total unrealized appreciation/depreciation of assets	2015-12-31	$-311,921
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$10,037,204
Total loss/gain on sale of assets	2015-12-31	$-38,162
Total of all expenses incurred	2015-12-31	$10,787,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,776,925
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,858
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$11,439,804
Value of total assets at end of year	2015-12-31	$103,277,497
Value of total assets at beginning of year	2015-12-31	$104,028,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,045
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$67,819
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,433,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,383,214
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$7,922,434
Participant contributions at end of year	2015-12-31	$1,617,159
Participant contributions at beginning of year	2015-12-31	$1,564,344
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,631
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$-5,867
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$769,173
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$8
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$8,995
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$1,837
Total non interest bearing cash at beginning of year	2015-12-31	$1,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-750,624
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$103,277,497
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$104,028,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$50
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$92,488,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$91,942,233
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$65,193
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$5,852,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,782,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,782,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,626
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,553,591
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$667,606
Assets. Invements in employer securities at beginning of year	2015-12-31	$937,197
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$2,748,197
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$279
Income. Dividends from common stock	2015-12-31	$49,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,776,925
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,643,171
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,806,248
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$3,448,028
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$3,486,190
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$301,546
Total unrealized appreciation/depreciation of assets	2014-12-31	$301,546
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$17,584,175
Total loss/gain on sale of assets	2014-12-31	$2,022
Total of all expenses incurred	2014-12-31	$12,852,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,843,570
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$11,438,108
Value of total assets at end of year	2014-12-31	$104,028,129
Value of total assets at beginning of year	2014-12-31	$99,296,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,819
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$60,366
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$5,465,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$5,406,309
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$6,788,682
Participant contributions at end of year	2014-12-31	$1,564,344
Participant contributions at beginning of year	2014-12-31	$1,270,242
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$-5,867
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$14,149
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,271,610
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$8,819
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$1,593
Total non interest bearing cash at beginning of year	2014-12-31	$19,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$4,731,267
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$104,028,121
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$99,296,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$91,942,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$88,061,432
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$57,849
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,782,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,729,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,729,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,517
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$316,817
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$937,197
Assets. Invements in employer securities at beginning of year	2014-12-31	$979,747
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$2,377,816
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$59,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,843,570
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,806,248
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,222,900
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$1,893,849
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,891,827
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$587,489
Total unrealized appreciation/depreciation of assets	2013-12-31	$587,489
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$19
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$26,499,120
Total loss/gain on sale of assets	2013-12-31	$93,450
Total of all expenses incurred	2013-12-31	$10,686,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,673,854
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,832
Value of total corrective distributions	2013-12-31	$395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,890,651
Value of total assets at end of year	2013-12-31	$99,296,862
Value of total assets at beginning of year	2013-12-31	$83,484,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,187
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$55,828
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,952,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,894,463
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,885,774
Participant contributions at end of year	2013-12-31	$1,270,242
Participant contributions at beginning of year	2013-12-31	$1,292,357
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$14,149
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$170
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$549,179
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$19
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$9,187
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$19,307
Total non interest bearing cash at beginning of year	2013-12-31	$1,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$15,812,852
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$99,296,854
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$83,484,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$88,061,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$72,551,045
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$53,308
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,729,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$7,378,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$7,378,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,520
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$12,919,462
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$979,747
Assets. Invements in employer securities at beginning of year	2013-12-31	$873,178
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$2,455,698
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$57,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,673,854
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,222,900
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,387,911
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$2,102,298
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,008,848
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$215,121
Total unrealized appreciation/depreciation of assets	2012-12-31	$215,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$20,190,363
Total loss/gain on sale of assets	2012-12-31	$-28,959
Total of all expenses incurred	2012-12-31	$7,546,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,537,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,833,833
Value of total assets at end of year	2012-12-31	$83,484,021
Value of total assets at beginning of year	2012-12-31	$70,840,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,112
Total interest from all sources	2012-12-31	$55,388
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,252,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,217,583
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$7,108,205
Participant contributions at end of year	2012-12-31	$1,292,357
Participant contributions at beginning of year	2012-12-31	$1,196,170
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$170
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,620
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,041,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$9,112
Total non interest bearing cash at end of year	2012-12-31	$1,031
Total non interest bearing cash at beginning of year	2012-12-31	$7,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$12,643,705
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$83,484,002
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$70,840,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$72,551,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$61,172,636
Interest on participant loans	2012-12-31	$54,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$7,378,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$6,500,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$6,500,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,862,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$873,178
Assets. Invements in employer securities at beginning of year	2012-12-31	$817,954
Contributions received in cash from employer	2012-12-31	$2,684,129
Income. Dividends from common stock	2012-12-31	$34,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,537,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,387,911
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,143,105
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$1,243,176
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,272,135
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-8,689
Total unrealized appreciation/depreciation of assets	2011-12-31	$-8,689
Total transfer of assets from this plan	2011-12-31	$964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$9,003,341
Total loss/gain on sale of assets	2011-12-31	$-41,361
Total of all expenses incurred	2011-12-31	$5,260,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,251,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,466,529
Value of total assets at end of year	2011-12-31	$70,840,297
Value of total assets at beginning of year	2011-12-31	$67,098,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,292
Total interest from all sources	2011-12-31	$58,306
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,597,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,572,789
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$6,925,937
Participant contributions at end of year	2011-12-31	$1,196,170
Participant contributions at beginning of year	2011-12-31	$1,110,881
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,620
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$-10,500
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,072,441
Administrative expenses (other) incurred	2011-12-31	$9,292
Total non interest bearing cash at end of year	2011-12-31	$7,992
Total non interest bearing cash at beginning of year	2011-12-31	$2,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,743,029
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$70,840,297
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$67,098,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$61,172,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$57,301,989
Interest on participant loans	2011-12-31	$56,021
Income. Interest from corporate debt instruments	2011-12-31	$984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$6,500,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$6,443,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$6,443,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,068,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$817,954
Assets. Invements in employer securities at beginning of year	2011-12-31	$788,190
Contributions received in cash from employer	2011-12-31	$2,468,151
Income. Dividends from common stock	2011-12-31	$24,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,251,020
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$31,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,143,105
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,429,712
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,104,327
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,145,688
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	KPMG
Accountancy firm EIN	2011-12-31	135565207
2010 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$238,206
Total unrealized appreciation/depreciation of assets	2010-12-31	$238,206
Total transfer of assets from this plan	2010-12-31	$4,726,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$16,801,006
Total loss/gain on sale of assets	2010-12-31	$47,843
Total of all expenses incurred	2010-12-31	$5,299,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,282,109
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,007
Value of total corrective distributions	2010-12-31	$3,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$9,585,367
Value of total assets at end of year	2010-12-31	$67,098,232
Value of total assets at beginning of year	2010-12-31	$60,323,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,923
Total interest from all sources	2010-12-31	$57,958
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,222,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,201,335
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$6,697,472
Participant contributions at end of year	2010-12-31	$1,110,881
Participant contributions at beginning of year	2010-12-31	$872,619
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$-10,500
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$526,147
Administrative expenses (other) incurred	2010-12-31	$8,923
Total non interest bearing cash at end of year	2010-12-31	$2,845
Total non interest bearing cash at beginning of year	2010-12-31	$2,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,501,530
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$67,098,232
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$60,323,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$57,301,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$50,144,657
Interest on participant loans	2010-12-31	$55,552
Income. Interest from corporate debt instruments	2010-12-31	$1,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$6,443,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$7,198,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$7,198,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,648,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$788,190
Assets. Invements in employer securities at beginning of year	2010-12-31	$788,988
Contributions received in cash from employer	2010-12-31	$2,361,748
Income. Dividends from common stock	2010-12-31	$21,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,282,109
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$31,125
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$15,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,429,712
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,300,826
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,688,158
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,640,315
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	K.P.M.G. LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

2022: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON PRIVATE WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	042976299
NAIC Classification:	522110
NAIC Description:	Commercial Banking