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

KGGO IOVNM
Benefits Admin
(985) 287-1395
4c7

7
Product Manager / Application En
35e
685

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 21,924,144 $ 43,909,493 $ 51,520,270 $ 40,581,789 $ 45,295,179 $ 33,836,957 $ 95,130,791 $ 34,203,872 $ 47,906,228 $ 2,470,732 $ 7,463,727 $ 6,521,375
Liabilities: $ 0 $ 0 $ 9 $ 96 $ 6,946
EE Contrib: $ 827,002 $ 5,922,180 $ 645,303 $ 176,938 $ 546,650 $ 591,640 $ 662,451 $ 181,494 $ 491,534 $ 23,574 $ 185,908 $ 274,835
Emp Contrib: $ 286,421 $ 84,870 $ 456,467 $ 215,474 $ 875,258 $ 388,228 $ 262,343 $ 657,103 $ 72,008 $ 308,498 $ 627,284 $ 601,733
Income/Loss: $ 1,500,439 $ 1,564,857 $ 8,712,266($ 2,800,243) $ 4,650,487 $ 789,533($ 447,744) $ 375,338 $ 1,121,172 $ 2,679,622($ 255,055) $ 207,099
Total Income: $ 4,615,124 $ 3,027,318 $ 7,634,490 $ 93,399 $ 9,655,286 $ 5,690,581 $ 4,010,625 $ 9,820,418 $ 1,958,675 $ 9,554,876 $ 577,079 $ 484,357
Paid Benefits: $ 2,133,310 $ 3,641,629 $ 408,696 $ 6,818,455 $ 5,038,067 $ 498,350 $ 5,258,077 $ 8,883,573 $ 4,623,542 $ 610,017 $ 544,305 $ 349,792
Expenses: $ 0 $ 9 $ 0 $ 9 $ 0 $ 6 $ 0
  Commission: $ 8,183 $ 5 $ 5,627 $ 6,259 $ 2,207 $ 9,812 $ 6,519 $ 7,819 $ 1,954 $ 8,745 $ 9,083 $ 7,405
Net Income: $ 2,472,199 $ 8,666,769 $ 6,056,363($ 7,294,937) $ 3,861,461 $ 4,060,892 $ 29,255($ 39,128) $ 5,933,538 $ 3,384,240($ 357,307) $ 1,057,712
Net Assets: $ 24,396,343 $ 34,201,206 $ 99,552,410 $ 29,476,506 $ 39,617,429 $ 94,066,532 $ 83,495,022 $ 12,936,375 $ 51,838,479 $ 48,706,568 $ 8,046,997 $ 4,853,692

Participants

202120202019201820172016201520142013201220112010
Total Participants:167564690107960252223666290663303948
Active Part.:132744532839860961889366214371592864
Retired Part.:438052062357
Deceased Part.:782bcb2c27962ca019

Insurance

No Insurance Coverage

Providers

TZDHKZVY YTXHTVWJONO YMRHVGOUDLATC
NRBXCYRYB AMUPVEFW, ISP.Investment advisory (plan)
Compensation:$6,152
Relation:ADVISOR
NAIBKVXT QNYHGZYVRJV TKFNICHQCORRDParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$2,031
Relation:RECORDKEEPER
AEBEPUYL ZDFUKFDOIBN HWZQBLKMQQXXA
Source: BAIRD SH TM BOND INV - US BANCORP
Sub-transfer agency fees
Compensation:0.27%
AOXBNLSH JAPJJSILLXE IMWUOOMIAALLR
Source: COLUMBIA DIV INC A - COLUMBIA MGT
Sub-transfer agency fees
Compensation:0.50%
UYZYKMGV PUEIGSFBFPP VMTLDLSFSGRGZ
Source: HL EMERGING MKTS ADV - NORTHERN TR
Sub-transfer agency fees
Compensation:0.40%
KZTTOVWB XNLQFAAPFKM YAQYDSIIAHPIA
Source: INVS DIVRS DIVD R5 - INVESCO INVES
Sub-transfer agency fees
Compensation:0.35%
WTRZZVXH IWSKQDLFEMX TEXOAVSTDSSZF
Source: TCHSTN LG CAP FOC A - BNY MELLON I
Sub-transfer agency fees
Compensation:0.40%
MPRCKXLV QWEKUBFPLND MRNXRAUBKPSZZ
Source: VICTORY S SM CO OP I - FIS INVESTO
Sub-transfer agency fees
Compensation:0.10%
EFCGETLG BRJJLXVMPMU PLIWYLRUDSNTW
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 $ 29 $ 53 $ 4 $ 9 $ 8 $ 396 $ 894 $ 8 $ 6 $ 8
Liabilities: $ 0 $ 1 $ 8 $ 84 $ 94 $ 6 $ 672
EE Contrib: $ 0 $ 5 $ 4 $ 54 $ 7 $ 2 $ 0
Emp Contrib: $ 0 $ 3 $ 4 $ 6 $ 6 $ 83 $ 5 $ 58 $ 533
Income/Loss: $ 0 $ 3 $ 5 $ 3 $ 7 $ 7 $ 7
Total Income: $ 0 $ 42 $ 2 $ 3 $ 66 $ 230 $ 3 $ 422 $ 3 $ 48
Paid Benefits: $ 0 $ 470 $ 3 $ 9 $ 36 $ 0 $ 8 $ 86 $ 3
Expenses: $ 0 $ 4 $ 2 $ 0 $ 6 $ 50
  Commission: $ 0 $ 93 $ 98 $ 5 $ 3 $ 85 $ 59 $ 9
Net Income: $ 0 $ 6 $ 4 $ 496 $ 8
Net Assets: $ 0 $ 8 $ 3 $ 4 $ 1 $ 7 $ 4 $ 0 $ 34

Participants

202120202019201820172016201520142013201220112010
Total Participants:129084208771649433749819538664105569
Active Part.:129665687790429886431678620914338764
Retired Part.:aca9afdbedc9b1969
Deceased Part.:2b806c 60898 c5d46febc922

Insurance

GQYFUOWUYP ZCVMVHAVJ SBBGPGK CE VGYNVRP
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
OODYADQTKE TGVYPYONN JYHVTVX KK DPMWKFB
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
POSWVBWWRK PQNTCDMUT AZQEESV LY UERFWQR
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
RXJPK DGGS MTWBTZNBG CO.
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
ZGZAFN WQW DVYWE AUKJRYTI OPMM
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

YIXTX SKPPIIB (TJ)
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