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Disclosure reporting details

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Client disclosure reporting period: 07/01/2020 - 12/31/2020

Authorizing Officer name	Luke A Dillon
Title	President & CEO
Business name	Life Insurance Association of Massachusetts, Inc.
Address	20 Park Plaza, Suite 630
City, state, zip code	Boston, MA 02116
Country	USA
Business interest	Finance, Insurance, Real Estate

Compensation/Salaries Paid

Operating Expenses

Date	Recipient	Type of expense	Amount
12/31/2020	Wells Fargo	Photocopies, scans	$817.03
12/31/2020	Commonwealth of MA	Professional dues	$318.50
12/31/2020	Comcast	Internet fees	$334.95
12/31/2020	US Postal Service	Postage, shipping, delivery	$20.16
12/31/2020	Office Depot	Office supplies, equipment	$150.58
12/31/2020	Unitel Communications	Telephone, cell phone, handheld	$236.51
12/31/2020	Twenty Park Plaza LLC	Rent	$7,930.59
12/31/2020	Matthew Bender Lexis Nexid	Professional subscriptions	$1,824.21
12/31/2020	Instatrac	Professional subscriptions	$2,460.00
12/31/2020	National Association of Insurance Commissioners	Professional subscriptions	$200.00
12/31/2020	AT&T	Telephone, cell phone, handheld	$741.99
12/31/2020	Verizon	Telephone, cell phone, handheld	$926.60
12/31/2020	Intrado	Telephone, cell phone, handheld	$1,457.49
12/31/2020	20 Park Plaza LLC	Utilities (heat, water, electricity)	$454.13
12/31/2020	Daniel Martin	Office and support staff salaries	$3,878.00
12/31/2020	Deborah Geary	Office and support staff salaries	$833.84
12/31/2020	Paychex	Other operating expenses	$498.05
12/31/2020	Savings Bank Life Insurance	Other operating expenses	$363.27
12/31/2020	Audi Financial Services	Other operating expenses	$765.12
12/31/2020	Future Plan	Other operating expenses	$344.75
12/31/2020	Ready Refresh	Other operating expenses	$33.45
12/31/2020	Boston Mutual	Other operating expenses	$8,191.43
12/31/2020	Kyndl	Other operating expenses	$1,800.50
12/31/2020	AON Insurance	Other operating expenses	$737.45
12/31/2020	Intuit	Printing expenses	$111.75
		Total operating expenses	$35,430.35

Meals, Travel, and Entertainment Expenses

Date	Event type	Payee/Vendor	Attendees	Amount
07/13/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
07/13/2020	Travel	LAZ Parking	Jenny A Erickson, 20 Park Plaza, Boston, MA	$184.00
08/20/2020	Travel	LAZ Parking	Jenny A Erickson, 20 Park Plaza, Boston, MA	$184.00
08/20/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
09/18/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
10/16/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
11/19/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
12/31/2020	Travel	LAZ Parking	Luke A Dillon, 20 Park Plaza, Boston,MA	$184.00
			Total amount	$1,472.00

Additional Expenses

No additional expenses were filed for this disclosure reporting period.