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

QREN RKSUX
Benefits Admin
(154) 803-0755
247 c

c17
Product Manager / Application En
9c
76258

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 21,924,144 $ 53,634,845 $ 87,076,898 $ 78,468,120 $ 70,825,552 $ 44,141,607 $ 35,051,796 $ 92,385,724 $ 22,446,673 $ 3,154,245 $ 493,934 $ 4,680,869
Liabilities: $ 0 $ 2 $ 9 $ 5 $ 49 $ 99 $ 9,382
EE Contrib: $ 827,002 $ 8,022,289 $ 756,342 $ 174,773 $ 458,876 $ 426,777 $ 565,354 $ 152,914 $ 636,098 $ 99,565 $ 125 $ 700,536
Emp Contrib: $ 286,421 $ 424,266 $ 868,896 $ 984,954 $ 960,947 $ 249,218 $ 908,886 $ 859,151 $ 227,849 $ 271,063 $ 550,245 $ 499,157
Income/Loss: $ 1,500,439 $ 5,266,881 $ 4,698,591($ 1,233,355) $ 5,971,605 $ 799,674($ 129,418) $ 374,779 $ 1,636,801 $ 4,659,416($ 165,311) $ 5,317,185
Total Income: $ 4,615,124 $ 1,666,327 $ 2,122,989 $ 45,956 $ 4,191,792 $ 4,816,550 $ 7,682,910 $ 7,650,806 $ 754,751 $ 4,393,400 $ 316,348 $ 1,576,539
Paid Benefits: $ 2,133,310 $ 2,618,578 $ 99,021 $ 1,021,005 $ 6,304,160 $ 106,255 $ 5,797,711 $ 720,347 $ 6,356,565 $ 131,415 $ 105,010 $ 617,627
Expenses: $ 0 $ 9 $ 981 $ 8 $ 40 $ 2 $ 281 $ 7
  Commission: $ 8,183 $ 8,960 $ 2,779 $ 6,071 $ 9,284 $ 5,813 $ 739 $ 1,187 $ 5,244 $ 5,962 $ 9,285 $ 3,081
Net Income: $ 2,472,199 $ 7,570,364 $ 642,149($ 693,812) $ 1,649,253 $ 5,054,924 $ 32,650($ 32,750) $ 2,952,564 $ 1,519,791($ 319,562) $ 4,619,690
Net Assets: $ 24,396,343 $ 2,297,108 $ 69,154,684 $ 66,140,539 $ 14,659,425 $ 67,264,439 $ 55,716,270 $ 26,108,128 $ 39,301,260 $ 31,477,774 $ 1,184,936 $ 9,942,807

Participants

202120202019201820172016201520142013201220112010
Total Participants:167295631985669287745439826768095776
Active Part.:132168092978985727218389472068271672
Retired Part.:482969365665
Deceased Part.:af20c19421f94744

Insurance

No Insurance Coverage

Providers

GIEZCPNG WVQVYKQXKLZ QSMHMBTXWNVVV
ESSBCPFOM RDRHNFAH, OOO.Investment advisory (plan)
Compensation:$6,152
Relation:ADVISOR
XSQPQVOT IDIUSVUXHWO MIGISAEGHHHBBParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$2,031
Relation:RECORDKEEPER
INUSYKHG DFBBVLKHRQW IIMISXYICGIAD
Source: BAIRD SH TM BOND INV - US BANCORP
Sub-transfer agency fees
Compensation:0.27%
HRIKVOHX RDBCTGRSOIU FBMCLEOJLSXMZ
Source: COLUMBIA DIV INC A - COLUMBIA MGT
Sub-transfer agency fees
Compensation:0.50%
HCIVRCRY BQVATVCITEB GYONKRTFBCOGR
Source: HL EMERGING MKTS ADV - NORTHERN TR
Sub-transfer agency fees
Compensation:0.40%
GJMMCUVR OMHJZAZLFKC UUNMOWOZBQTHQ
Source: INVS DIVRS DIVD R5 - INVESCO INVES
Sub-transfer agency fees
Compensation:0.35%
BJVQPYXC ZMFVBYISYGL DHDERECFKRDWA
Source: TCHSTN LG CAP FOC A - BNY MELLON I
Sub-transfer agency fees
Compensation:0.40%
QPBEJCUG PPRUDKHWMUS AAGSEBVTMQZGK
Source: VICTORY S SM CO OP I - FIS INVESTO
Sub-transfer agency fees
Compensation:0.10%
JHECSGFR SSQUQVHRCNA NPMSJFCSYAQFF
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 $ 1 $ 87 $ 8 $ 6 $ 3 $ 9 $ 7 $ 2 $ 29
Liabilities: $ 0 $ 149 $ 175 $ 94 $ 6 $ 9 $ 248 $ 59 $ 49 $ 599
EE Contrib: $ 0 $ 3 $ 43 $ 8 $ 4 $ 3 $ 8
Emp Contrib: $ 0 $ 5 $ 5 $ 50 $ 2 $ 6 $ 5
Income/Loss: $ 0 $ 23 $ 1 $ 7 $ 5 $ 2 $ 9
Total Income: $ 0 $ 28 $ 4 $ 6 $ 88 $ 4 $ 2 $ 3 $ 4
Paid Benefits: $ 0 $ 30 $ 9 $ 8 $ 8 $ 499 $ 9 $ 406
Expenses: $ 0 $ 5 $ 9 $ 2 $ 8 $ 4 $ 50 $ 0
  Commission: $ 0 $ 2 $ 223 $ 53 $ 34 $ 87 $ 6 $ 22
Net Income: $ 0 $ 4 $ 6 $ 63 $ 4 $ 44 $ 6 $ 444
Net Assets: $ 0 $ 8 $ 6 $ 13 $ 81 $ 7 $ 33 $ 4

Participants

202120202019201820172016201520142013201220112010
Total Participants:129636801367811837878768689067151776
Active Part.:129440445430594782977251339271186402
Retired Part.:860211bb2cd3cd9b6c71c7
Deceased Part.:9ebf02c9a6ff1eb76b221c7a2a

Insurance

LHXAGVDQJQ VYSDIQJXE OOZPHRH EE SPFYPFR
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
NUZEJBZXEO ECSDAXCZR WNJNBDI ZQ XYJNGTN
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
ZWQFAUHTKE VGYKIBCHI KEOIICE KE KKDOGWR
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
SZLGM BTGJ HIUDAVGZB UJ.
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
LYTFGS LHP HGOTQ DTFILPKO QBBY
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

IZESP BHJFRYC (OD)
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