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| Company Name: | BOSTON PRIVATE WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 042976299 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-02 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2010-07-08 | |||||
| Date last seen: 2012-07-06 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-16 | |||||
| Date | Description |
|---|---|
| 2022-10-05 | 042976299 Change of name detected from BOSTON PRIVATE FINANCIAL HOLDINGS, INC. to BOSTON PRIVATE WEALTH MANAGEMENT, LLC |
| 2021-10-14 | 042976299 Change of name detected from BOSTON PRIVATE FINANCIAL HOLDINGS, INC. to BOSTON PRIVATE FINANCIAL HOLDINGS |
| 2021-04-27 | 042976299 Change of name detected from BOSTON PRIVATE FINANCIAL HOLDINGS to BOSTON PRIVATE FINANCIAL HOLDINGS, INC. |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 504 | BOSTON PRIVATE FINANCIAL HOLDINGS HEALTH AND WELFARE BENEFITS PLAN | 2015-01-01 | 2012-01-01 |
| 503 | BOSTON PRIVATE FINANCIAL HOLDINGS, INC. SEVERANCE PAY PLAN | 2015-01-01 | 2011-01-01 |
| 001 | BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | 2009-01-01 | 1989-05-01 |
| 502 | BOSTON PRIVATE FINANCIAL HOLDINGS HEALTH PLAN | 2012-01-01 | 2001-01-01 |
| 501 | BOSTON PRIVATE FINANCIAL HOLDINGS, INC. FLEXIBLE BENEFITS PROGRAM | 2011-01-01 | 2004-01-01 |
| 551 | BOSTON PRIVATE FINANCIAL HOLDINGS DISABILITY PLAN | 2011-01-01 | 1999-01-01 |
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