Civic Intelligence

EATON VANCE MANAGEMENT FLEXIBLE SPENDING PLAN

Plan context: Eaton Vance Management Profit Sharing Retirement Plan

EIN 04-3101341 • Boston, MA • 135 filings • 24 plans

Two International Place, 8th FloorBoston, MA 02110
Current Snapshot

Latest Year

2021

2021 Participants

1,905

2021 Assets

$776,823,895

2021 Contributions

$58,011,186

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$776,823,895$388,411,948$0199920102020YearValue
$776,823,895Latest year 2020

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,9059530199920102020YearValue
1,905Latest year 2020

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202130$0$0-
Eaton Vance Management Educational Assistance Plan-0---
Eaton Vance Management Flexible Spending Plan-0---
Eaton Vance Consolidated Health and Welfare Benefit Plan-0---
202041,905$776,823,895$58,011,186$30,452iApproximate average salary by contribution assumption: employee only about $761,302 at 4% or $507,534 at 6%; with 50% employer match about $507,534 at 4% or $338,356 at 6%; with 100% employer match about $380,651 at 4% or $253,767 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,905$776,823,895$58,011,186$30,452iApproximate average salary by contribution assumption: employee only about $761,302 at 4% or $507,534 at 6%; with 50% employer match about $507,534 at 4% or $338,356 at 6%; with 100% employer match about $380,651 at 4% or $253,767 at 6%.
Eaton Vance Management Flexible Spending Plan-448---
Eaton Vance Management Educational Assistance Plan-380---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,896---
201941,797$660,316,129$54,020,221$30,061iApproximate average salary by contribution assumption: employee only about $751,533 at 4% or $501,022 at 6%; with 50% employer match about $501,022 at 4% or $334,015 at 6%; with 100% employer match about $375,767 at 4% or $250,511 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,797$660,316,129$54,020,221$30,061iApproximate average salary by contribution assumption: employee only about $751,533 at 4% or $501,022 at 6%; with 50% employer match about $501,022 at 4% or $334,015 at 6%; with 100% employer match about $375,767 at 4% or $250,511 at 6%.
Eaton Vance Management Flexible Spending Plan-463---
Eaton Vance Management Educational Assistance Plan-411---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,787---
201841,707$517,671,902$49,126,007$28,779iApproximate average salary by contribution assumption: employee only about $719,479 at 4% or $479,652 at 6%; with 50% employer match about $479,652 at 4% or $319,768 at 6%; with 100% employer match about $359,739 at 4% or $239,826 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,707$517,671,902$49,126,007$28,779iApproximate average salary by contribution assumption: employee only about $719,479 at 4% or $479,652 at 6%; with 50% employer match about $479,652 at 4% or $319,768 at 6%; with 100% employer match about $359,739 at 4% or $239,826 at 6%.
Eaton Vance Management Flexible Spending Plan-473---
Eaton Vance Management Educational Assistance Plan-383---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,689---
201751,586$522,670,257$42,984,983$27,103iApproximate average salary by contribution assumption: employee only about $677,569 at 4% or $451,713 at 6%; with 50% employer match about $451,713 at 4% or $301,142 at 6%; with 100% employer match about $338,785 at 4% or $225,856 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,586$522,670,257$42,984,983$27,103iApproximate average salary by contribution assumption: employee only about $677,569 at 4% or $451,713 at 6%; with 50% employer match about $451,713 at 4% or $301,142 at 6%; with 100% employer match about $338,785 at 4% or $225,856 at 6%.
Eaton Vance Management Flexible Spending Plan-451---
Eaton Vance Management Educational Assistance Plan-321---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,578---
Eaton Vance Corp. Deferred Compensation Plan-0---
201651,474$438,280,369$37,063,278$25,145iApproximate average salary by contribution assumption: employee only about $628,617 at 4% or $419,078 at 6%; with 50% employer match about $419,078 at 4% or $279,385 at 6%; with 100% employer match about $314,309 at 4% or $209,539 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,474$438,280,369$37,063,278$25,145iApproximate average salary by contribution assumption: employee only about $628,617 at 4% or $419,078 at 6%; with 50% employer match about $419,078 at 4% or $279,385 at 6%; with 100% employer match about $314,309 at 4% or $209,539 at 6%.
Eaton Vance Management Flexible Spending Plan-382---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,453---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Educational Assistance Plan-300---
201551,408$402,696,653$37,604,002$26,707iApproximate average salary by contribution assumption: employee only about $667,685 at 4% or $445,123 at 6%; with 50% employer match about $445,123 at 4% or $296,749 at 6%; with 100% employer match about $333,842 at 4% or $222,562 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,407$402,696,653$37,604,002$26,726iApproximate average salary by contribution assumption: employee only about $668,159 at 4% or $445,439 at 6%; with 50% employer match about $445,439 at 4% or $296,960 at 6%; with 100% employer match about $334,080 at 4% or $222,720 at 6%.
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-359---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,408---
Eaton Vance Management Educational Assistance Plan-555---
201451,367$386,004,085$35,061,013$25,648iApproximate average salary by contribution assumption: employee only about $641,204 at 4% or $427,469 at 6%; with 50% employer match about $427,469 at 4% or $284,979 at 6%; with 100% employer match about $320,602 at 4% or $213,735 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,367$386,004,085$35,061,013$25,648iApproximate average salary by contribution assumption: employee only about $641,204 at 4% or $427,469 at 6%; with 50% employer match about $427,469 at 4% or $284,979 at 6%; with 100% employer match about $320,602 at 4% or $213,735 at 6%.
Eaton Vance Management Educational Assistance Plan-425---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-326---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,367---
201351,310$347,689,693$32,207,707$24,586iApproximate average salary by contribution assumption: employee only about $614,651 at 4% or $409,767 at 6%; with 50% employer match about $409,767 at 4% or $273,178 at 6%; with 100% employer match about $307,325 at 4% or $204,884 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,310$347,689,693$32,207,707$24,586iApproximate average salary by contribution assumption: employee only about $614,651 at 4% or $409,767 at 6%; with 50% employer match about $409,767 at 4% or $273,178 at 6%; with 100% employer match about $307,325 at 4% or $204,884 at 6%.
Eaton Vance Management Flexible Spending Plan-317---
Eaton Vance Management Educational Assistance Plan-311---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,309---
201251,172$285,787,332$28,239,491$24,095iApproximate average salary by contribution assumption: employee only about $602,378 at 4% or $401,585 at 6%; with 50% employer match about $401,585 at 4% or $267,724 at 6%; with 100% employer match about $301,189 at 4% or $200,793 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,168$285,787,332$28,239,491$24,178iApproximate average salary by contribution assumption: employee only about $604,441 at 4% or $402,961 at 6%; with 50% employer match about $402,961 at 4% or $268,641 at 6%; with 100% employer match about $302,221 at 4% or $201,480 at 6%.
Eaton Vance Management Educational Assistance Plan-385---
Eaton Vance Management Flexible Spending Plan-303---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,172---
201151,132$241,751,987$26,406,831$23,328iApproximate average salary by contribution assumption: employee only about $583,190 at 4% or $388,793 at 6%; with 50% employer match about $388,793 at 4% or $259,195 at 6%; with 100% employer match about $291,595 at 4% or $194,397 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,118$241,751,987$26,406,831$23,620iApproximate average salary by contribution assumption: employee only about $590,493 at 4% or $393,662 at 6%; with 50% employer match about $393,662 at 4% or $262,441 at 6%; with 100% employer match about $295,246 at 4% or $196,831 at 6%.
Eaton Vance Management Flexible Spending Plan-290---
Eaton Vance Management Educational Assistance Plan-258---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,132---
201061,083$233,313,450$24,513,068$22,634iApproximate average salary by contribution assumption: employee only about $565,860 at 4% or $377,240 at 6%; with 50% employer match about $377,240 at 4% or $251,493 at 6%; with 100% employer match about $282,930 at 4% or $188,620 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,076$233,313,450$21,515,203$19,996iApproximate average salary by contribution assumption: employee only about $499,889 at 4% or $333,259 at 6%; with 50% employer match about $333,259 at 4% or $222,173 at 6%; with 100% employer match about $249,944 at 4% or $166,630 at 6%.
Eaton Vance Management Savings Plan-0-$2,997,865-
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,083---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Educational Assistance Plan-56---
Eaton Vance Management Flexible Spending Plan-276---
200961,049$199,724,311$22,815,182$21,749iApproximate average salary by contribution assumption: employee only about $543,736 at 4% or $362,491 at 6%; with 50% employer match about $362,491 at 4% or $241,661 at 6%; with 100% employer match about $271,868 at 4% or $181,245 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,014$120,490,723$13,569,963$13,383iApproximate average salary by contribution assumption: employee only about $334,565 at 4% or $223,043 at 6%; with 50% employer match about $223,043 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%.
Eaton Vance Management Savings Plan-1,039$79,233,588$9,245,219$8,898iApproximate average salary by contribution assumption: employee only about $222,455 at 4% or $148,303 at 6%; with 50% employer match about $148,303 at 4% or $98,869 at 6%; with 100% employer match about $111,227 at 4% or $74,152 at 6%.
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,049---
Eaton Vance Management Educational Assistance Plan-61---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-277---
200861,051$141,083,941$22,633,436$21,535iApproximate average salary by contribution assumption: employee only about $538,379 at 4% or $358,919 at 6%; with 50% employer match about $358,919 at 4% or $239,279 at 6%; with 100% employer match about $269,189 at 4% or $179,460 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-1,051$85,755,207$13,405,230$12,755iApproximate average salary by contribution assumption: employee only about $318,868 at 4% or $212,579 at 6%; with 50% employer match about $212,579 at 4% or $141,719 at 6%; with 100% employer match about $159,434 at 4% or $106,289 at 6%.
Eaton Vance Management Savings Plan-1,051$55,328,734$9,228,206$8,780iApproximate average salary by contribution assumption: employee only about $219,510 at 4% or $146,340 at 6%; with 50% employer match about $146,340 at 4% or $97,560 at 6%; with 100% employer match about $109,755 at 4% or $73,170 at 6%.
Eaton Vance Consolidated Health and Welfare Benefit Plan-1,047---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-272---
Eaton Vance Management Educational Assistance Plan-25---
20076953$190,558,555$19,484,309$20,445iApproximate average salary by contribution assumption: employee only about $511,131 at 4% or $340,754 at 6%; with 50% employer match about $340,754 at 4% or $227,169 at 6%; with 100% employer match about $255,565 at 4% or $170,377 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-953$112,092,173$10,843,189$11,378iApproximate average salary by contribution assumption: employee only about $284,449 at 4% or $189,633 at 6%; with 50% employer match about $189,633 at 4% or $126,422 at 6%; with 100% employer match about $142,224 at 4% or $94,816 at 6%.
Eaton Vance Management Savings Plan-953$78,466,382$8,641,120$9,067iApproximate average salary by contribution assumption: employee only about $226,682 at 4% or $151,121 at 6%; with 50% employer match about $151,121 at 4% or $100,748 at 6%; with 100% employer match about $113,341 at 4% or $75,561 at 6%.
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-205---
Eaton Vance Consolidated Health and Welfare Benefit Plan-931---
Eaton Vance Management Educational Assistance Plan-26---
20066874$156,334,590$16,860,823$19,292iApproximate average salary by contribution assumption: employee only about $482,289 at 4% or $321,526 at 6%; with 50% employer match about $321,526 at 4% or $214,351 at 6%; with 100% employer match about $241,144 at 4% or $160,763 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-795$93,836,307$9,964,631$12,534iApproximate average salary by contribution assumption: employee only about $313,353 at 4% or $208,902 at 6%; with 50% employer match about $208,902 at 4% or $139,268 at 6%; with 100% employer match about $156,677 at 4% or $104,451 at 6%.
Eaton Vance Management Savings Plan-874$62,498,283$6,896,192$7,890iApproximate average salary by contribution assumption: employee only about $197,259 at 4% or $131,506 at 6%; with 50% employer match about $131,506 at 4% or $87,671 at 6%; with 100% employer match about $98,630 at 4% or $65,753 at 6%.
Eaton Vance Management Educational Assistance Plan-32---
Eaton Vance Consolidated Health and Welfare Benefit Plan-857---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-205---
20056791$128,452,836$13,581,925$17,171iApproximate average salary by contribution assumption: employee only about $429,264 at 4% or $286,176 at 6%; with 50% employer match about $286,176 at 4% or $190,784 at 6%; with 100% employer match about $214,632 at 4% or $143,088 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-731$77,806,814$8,236,251$11,267iApproximate average salary by contribution assumption: employee only about $281,678 at 4% or $187,785 at 6%; with 50% employer match about $187,785 at 4% or $125,190 at 6%; with 100% employer match about $140,839 at 4% or $93,893 at 6%.
Eaton Vance Management Savings Plan-791$50,646,022$5,345,674$6,758iApproximate average salary by contribution assumption: employee only about $168,953 at 4% or $112,635 at 6%; with 50% employer match about $112,635 at 4% or $75,090 at 6%; with 100% employer match about $84,477 at 4% or $56,318 at 6%.
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-133---
Eaton Vance Management Educational Assistance Plan-24---
Eaton Vance Consolidated Health and Welfare Benefit Plan-743---
20049691$113,418,072$15,951,636$23,085iApproximate average salary by contribution assumption: employee only about $577,121 at 4% or $384,748 at 6%; with 50% employer match about $384,748 at 4% or $256,498 at 6%; with 100% employer match about $288,561 at 4% or $192,374 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-627$68,425,015$7,074,036$11,282iApproximate average salary by contribution assumption: employee only about $282,059 at 4% or $188,039 at 6%; with 50% employer match about $188,039 at 4% or $125,359 at 6%; with 100% employer match about $141,029 at 4% or $94,020 at 6%.
Eaton Vance Management Savings Plan-691$44,993,057$8,877,600$12,847iApproximate average salary by contribution assumption: employee only about $321,187 at 4% or $214,124 at 6%; with 50% employer match about $214,124 at 4% or $142,750 at 6%; with 100% employer match about $160,593 at 4% or $107,062 at 6%.
Eaton Vance Management Flexible Spending Plan-130---
Eaton Vance Consolidated Health and Welfare Benefit Plan-582---
Eaton Vance Corp. Deferred Compensation Plan-0---
EATON VANCE MANAGEMENT LIFE INSURANCE PLAN-0---
ACCIDENTAL DEATH & DISMEMBERMENT-0---
Eaton Vance Management Educational Assistance Plan-27---
EATON VANCE MANAGEMENT DISABILITY PLAN-638---
200310588$90,506,131$9,578,774$16,290iApproximate average salary by contribution assumption: employee only about $407,261 at 4% or $271,507 at 6%; with 50% employer match about $271,507 at 4% or $181,005 at 6%; with 100% employer match about $203,630 at 4% or $135,754 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-508$57,743,784$3,665,017$7,215iApproximate average salary by contribution assumption: employee only about $180,365 at 4% or $120,243 at 6%; with 50% employer match about $120,243 at 4% or $80,162 at 6%; with 100% employer match about $90,183 at 4% or $60,122 at 6%.
Eaton Vance Management Savings Plan-588$32,762,347$4,075,650$6,931iApproximate average salary by contribution assumption: employee only about $173,284 at 4% or $115,523 at 6%; with 50% employer match about $115,523 at 4% or $77,015 at 6%; with 100% employer match about $86,642 at 4% or $57,761 at 6%.
ACCIDENTAL DEATH & DISMEMBERMENT-536---
EATON VANCE MANAGEMENT LIFE INSURANCE PLAN-536---
Eaton Vance Management Educational Assistance Plan-0---
Eaton Vance Consolidated Health and Welfare Benefit Plan-512---
Eaton Vance Management Money Purchase Pension Plan-0-$1,838,107-
EATON VANCE MANAGEMENT DISABILITY PLAN-536---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-105---
200210515$67,994,958$9,401,130$18,255iApproximate average salary by contribution assumption: employee only about $456,366 at 4% or $304,244 at 6%; with 50% employer match about $304,244 at 4% or $202,829 at 6%; with 100% employer match about $228,183 at 4% or $152,122 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-473$40,266,163$3,156,667$6,674iApproximate average salary by contribution assumption: employee only about $166,843 at 4% or $111,229 at 6%; with 50% employer match about $111,229 at 4% or $74,152 at 6%; with 100% employer match about $83,421 at 4% or $55,614 at 6%.
Eaton Vance Management Savings Plan-515$23,218,045$4,665,758$9,060iApproximate average salary by contribution assumption: employee only about $226,493 at 4% or $150,995 at 6%; with 50% employer match about $150,995 at 4% or $100,664 at 6%; with 100% employer match about $113,247 at 4% or $75,498 at 6%.
Eaton Vance Management Money Purchase Pension Plan-466$4,510,750$1,578,705$3,388iApproximate average salary by contribution assumption: employee only about $84,694 at 4% or $56,463 at 6%; with 50% employer match about $56,463 at 4% or $37,642 at 6%; with 100% employer match about $42,347 at 4% or $28,231 at 6%.
ACCIDENTAL DEATH & DISMEMBERMENT-498---
EATON VANCE MANAGEMENT LIFE INSURANCE PLAN-498---
Eaton Vance Consolidated Health and Welfare Benefit Plan-465---
EATON VANCE MANAGEMENT DISABILITY PLAN-498---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Flexible Spending Plan-498---
Eaton Vance Management Educational Assistance Plan-0---
20019490$121,630,370$2,749,271$5,611iApproximate average salary by contribution assumption: employee only about $140,269 at 4% or $93,513 at 6%; with 50% employer match about $93,513 at 4% or $62,342 at 6%; with 100% employer match about $70,134 at 4% or $46,756 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-459$45,838,180$868,213$1,892iApproximate average salary by contribution assumption: employee only about $47,288 at 4% or $31,526 at 6%; with 50% employer match about $31,526 at 4% or $21,017 at 6%; with 100% employer match about $23,644 at 4% or $15,763 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-459$45,838,180$868,213$1,892iApproximate average salary by contribution assumption: employee only about $47,288 at 4% or $31,526 at 6%; with 50% employer match about $31,526 at 4% or $21,017 at 6%; with 100% employer match about $23,644 at 4% or $15,763 at 6%.
Eaton Vance Management Savings Plan-415$26,458,698$1,012,845$2,441iApproximate average salary by contribution assumption: employee only about $61,015 at 4% or $40,677 at 6%; with 50% employer match about $40,677 at 4% or $27,118 at 6%; with 100% employer match about $30,507 at 4% or $20,338 at 6%.
Eaton Vance Management Money Purchase Pension Plan-476$3,495,312--
ACCIDENTAL DEATH & DISMEMBERMENT-490---
EATON VANCE MANAGEMENT DISABILITY PLAN-490---
EATON VANCE MANAGEMENT LIFE INSURANCE PLAN-490---
Eaton Vance Consolidated Health and Welfare Benefit Plan-456---
Eaton Vance Corp. Deferred Compensation Plan-0---
20008471$0$0-
EATON VANCE MANAGEMENT LIFE INSURANCE PLAN-426---
EATON VANCE MANAGEMENT DISABILITY PLAN-426---
ACCIDENTAL DEATH & DISMEMBERMENT-471---
Eaton Vance Consolidated Health and Welfare Benefit Plan-373---
Eaton Vance Corp. Deferred Compensation Plan-0---
Eaton Vance Management Savings Plan-411---
Eaton Vance Management Money Purchase Pension Plan-361---
Eaton Vance Management Profit Sharing Retirement Plan-386---
19993447$79,415,679$5,622,305$12,578iApproximate average salary by contribution assumption: employee only about $314,447 at 4% or $209,631 at 6%; with 50% employer match about $209,631 at 4% or $139,754 at 6%; with 100% employer match about $157,223 at 4% or $104,816 at 6%.
Eaton Vance Management Profit Sharing Retirement Plan-395$47,703,348$2,353,426$5,958iApproximate average salary by contribution assumption: employee only about $148,951 at 4% or $99,301 at 6%; with 50% employer match about $99,301 at 4% or $66,200 at 6%; with 100% employer match about $74,476 at 4% or $49,650 at 6%.
Eaton Vance Management Savings Plan-447$29,419,128$2,062,037$4,613iApproximate average salary by contribution assumption: employee only about $115,326 at 4% or $76,884 at 6%; with 50% employer match about $76,884 at 4% or $51,256 at 6%; with 100% employer match about $57,663 at 4% or $38,442 at 6%.
Eaton Vance Management Money Purchase Pension Plan-447$2,293,203$1,206,842$2,700iApproximate average salary by contribution assumption: employee only about $67,497 at 4% or $44,998 at 6%; with 50% employer match about $44,998 at 4% or $29,999 at 6%; with 100% employer match about $33,748 at 4% or $22,499 at 6%.