OpenERISA

Boston Private Wealth Management, LLC

Boston, MA, 02109

EIN 04-2976299
Plans
3
Total participants
3,917
Filing years
2022, 2021, 2020
NAICS
522110
Plan sponsors in MassachusettsFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2022Form 5500001Boston Private Financial Holdings, INC. 401(K) Profit Sharing Plan0
2022Form 5500503Boston Private Financial Holdings, INC. Severance Pay Plan0
2021Form 5500001Boston Private Financial Holdings, INC. 401(K) Profit Sharing Plan756
2021Form 5500503Boston Private Financial Holdings, INC. Severance Pay Plan754
2021Form 5500504Boston Private Financial Holdings Health And Welfare Benefits Plan0
2020Form 5500001Boston Private Financial Holdings, INC. 401(K) Profit Sharing Plan811
2020Form 5500503Boston Private Financial Holdings, INC. Severance Pay Plan801
2020Form 5500504Boston Private Financial Holdings Health And Welfare Benefits Plan795

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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