Ashworth Bros Inc

222 Milliken Blvd Ste 7
Fall River, MA 02721

Business Stats

Policy History

Term Carrier Premium LCM
2024

2.183
2023

1.450
2023

1.395
2023

-
2023

1.989
2023

1.738
2023

3.120
2023

1.449
2022

1.316
2022

1.396
2022

-
2022

1.855
2022

1.730
2022

1.480
2022

3.120
2022

1.279
2021

1.183
2021

1.365
2021

-
2021

1.855
2021

1.480
2021

2.607
2021

1.255
2020

1.656
2020

-
2020

-
2020

1.950
2020

2.607
2020

1.409
2020

-
2019

2.590
2019

-
2019

-
2019

1.450
2019

2.416
2019

-
2018

2.158
2018

-
2018

-
2018

1.450
2018

2.416
2018

-
2017

-
2017

-
2017

-
2017

1.450
2017

2.396
2017

-
2017

-
2016

-
2016

-
2016

-
2016

1.450
2016

2.396
2016

-
2015

-
2015

-
2015

1.450
2015

2.008
2015

-
2014

-
2014

-
2014

-
2014

-
2013

-
2012

-
2011

-
2010

-
2009

-

Contacts

BQEV MQJAU
Benefits Admin
(245) 034-2779
7c566

1b
Product Manager / Application En
7f
f69

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 21,924,144 $ 74,993,727 $ 84,861,278 $ 72,287,005 $ 77,116,027 $ 91,908,230 $ 76,966,371 $ 52,196,714 $ 70,549,360 $ 4,048,111 $ 8,348,431 $ 8,975,808
Liabilities: $ 0 $ 1 $ 5 $ 9 $ 0 $ 18 $ 1,999
EE Contrib: $ 827,002 $ 4,400,096 $ 542,357 $ 299,847 $ 594,256 $ 147,744 $ 981,861 $ 802,331 $ 56,285 $ 717,791 $ 112,637 $ 689,751
Emp Contrib: $ 286,421 $ 748,937 $ 490,160 $ 813,096 $ 635,670 $ 101,001 $ 867,991 $ 463,684 $ 966,013 $ 387,829 $ 297,227 $ 193,481
Income/Loss: $ 1,500,439 $ 3,483,126 $ 6,090,113($ 2,579,296) $ 8,564,327 $ 301,405($ 571,276) $ 721,870 $ 6,944,844 $ 3,317,959($ 414,880) $ 6,419,591
Total Income: $ 4,615,124 $ 4,159,093 $ 7,681,717 $ 12,490 $ 9,868,064 $ 2,020,952 $ 6,233,109 $ 8,473,423 $ 7,304,055 $ 5,000,401 $ 342,978 $ 6,320,162
Paid Benefits: $ 2,133,310 $ 2,635,689 $ 179,777 $ 5,931,314 $ 5,236,453 $ 450,116 $ 8,920,321 $ 6,513,084 $ 4,951,803 $ 470,129 $ 433,053 $ 827,723
Expenses: $ 0 $ 491 $ 989 $ 75 $ 7 $ 2 $ 7
  Commission: $ 8,183 $ 6,565 $ 8,741 $ 5,822 $ 5,723 $ 17 $ 9,931 $ 5,182 $ 9,701 $ 5,836 $ 7,931 $ 950
Net Income: $ 2,472,199 $ 9,297,767 $ 2,247,473($ 8,778,717) $ 4,698,497 $ 2,119,609 $ 22,929($ 91,932) $ 386,222 $ 4,691,670($ 367,062) $ 855,292
Net Assets: $ 24,396,343 $ 5,961,503 $ 15,165,531 $ 91,918,638 $ 77,386,262 $ 66,174,360 $ 3,947,840 $ 2,398,342 $ 54,993,069 $ 63,130,934 $ 3,012,196 $ 7,912,338

Participants

202120202019201820172016201520142013201220112010
Total Participants:167241572159694136211811719180430057
Active Part.:132181571704303267771865084947702990
Retired Part.:482756376243
Deceased Part.:ad 0c398d1 056

Insurance

No Insurance Coverage

Providers

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KZJITRJNA YJYXPJUF, BNX.Investment advisory (plan)
Compensation:$6,152
Relation:ADVISOR
FVNUTNNN OVOHCULJIER NAMTJCPJDMCHCParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$2,031
Relation:RECORDKEEPER
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Source: BAIRD SH TM BOND INV - US BANCORP
Sub-transfer agency fees
Compensation:0.27%
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Source: COLUMBIA DIV INC A - COLUMBIA MGT
Sub-transfer agency fees
Compensation:0.50%
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Source: HL EMERGING MKTS ADV - NORTHERN TR
Sub-transfer agency fees
Compensation:0.40%
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Source: INVS DIVRS DIVD R5 - INVESCO INVES
Sub-transfer agency fees
Compensation:0.35%
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Source: TCHSTN LG CAP FOC A - BNY MELLON I
Sub-transfer agency fees
Compensation:0.40%
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Source: VICTORY S SM CO OP I - FIS INVESTO
Sub-transfer agency fees
Compensation:0.10%
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Source: VRTS C MDCP VAL EQ I - VIRTUS FUND
Sub-transfer agency fees
Compensation:0.40%

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - 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.

    2J - 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.

    2K - Stock bonusCode 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 contributions 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.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 0 $ 4 $ 4 $ 2 $ 62 $ 73 $ 82 $ 3 $ 8 $ 39
Liabilities: $ 0 $ 29 $ 2 $ 6 $ 0 $ 8 $ 5 $ 9 $ 5 $ 4
EE Contrib: $ 0 $ 430 $ 2 $ 40 $ 1 $ 802 $ 6 $ 60
Emp Contrib: $ 0 $ 5 $ 9 $ 6 $ 3 $ 53
Income/Loss: $ 0 $ 15 $ 5 $ 75 $ 7 $ 7 $ 7 $ 121
Total Income: $ 0 $ 4 $ 4 $ 223 $ 2 $ 2 $ 7 $ 2 $ 8
Paid Benefits: $ 0 $ 383 $ 6 $ 3 $ 41 $ 41 $ 16 $ 0 $ 63
Expenses: $ 0 $ 0 $ 99 $ 900 $ 7 $ 9 $ 9 $ 7 $ 2 $ 6
  Commission: $ 0 $ 9 $ 252 $ 2 $ 3 $ 2 $ 9 $3,000,000,000
Net Income: $ 0 $ 8 $ 6 $ 86 $ 69 $ 696 $ 7 $ 70
Net Assets: $ 0 $ 1 $ 3 $ 34 $ 93 $ 72 $ 456

Participants

202120202019201820172016201520142013201220112010
Total Participants:129123183814255275931158281116100358
Active Part.:129511391024306611581666459558813151
Retired Part.:fa8869 6c1c969b6bcb3
Deceased Part.:874a92e62813bdd27bc129f

Insurance

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Renewal:04-30-2021
Covered:161
  1. Life Insurance
  2. AD&D

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 76,121
Commission15% $ 11,418
Fees0.02% $ 19
Brokers
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Renewal:04-30-2021
Covered:95
  1. Temp. Disability Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 33,433
Commission15% $ 5,015
Fees0.03% $ 9
Brokers
TECTPGVFNH QIZHSOWOZ YKFIDPH WO KSHPWLW
Renewal:04-30-2021
Covered:45
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 15,511
Commission15% $ 2,327
Fees0.03% $ 4
Brokers
GKIIA KNQW WXRELOJSJ BR.
Renewal:04-30-2021
Covered:293
  1. Health
  2. Dental

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 2,700,123
Commission0.1% $ 2,776
Fees0% $ 0
Brokers
WUPFAH OUK SCTGO HVGFPEZD IJPS
Renewal:04-30-2021
Covered:1
  1. EMPLOYEE ASSISTANCE PROGRAM (CA EMPLOYEES ONLY)

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 17
Commission0% $ 0
Fees0% $ 0

Providers

UNVTN HBXCEGN (EJ)
116 HUNTINGTON AVE
BOSTON, MA 02116
Compensation:$83,299
Relation:BROKER

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.


OSHA