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Disclosure reporting details

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Client disclosure reporting period: 07/01/2023 - 12/31/2023

Authorizing Officer name	LUKE A DILLON
Title	President and CEO
Business name	Life Insurance Association of Massachusetts Inc.
Address	20 Park Plaza Suite 630
City, state, zip code	Boston, MA 02124
Country	US
Business interest	Insurance: Auto, Home, Life, Other

Compensation/Salaries Paid

Operating Expenses

Date	Recipient	Type of expense	Amount
12/31/2023	Wells Fargo Financial Services	Photocopies, scans	$690.20
12/31/2023	Comcast	Internet fees	$621.89
12/31/2023	US Postal Service	Postage, shipping, delivery	$24.24
12/31/2023	Office Depot	Office supplies, equipment	$91.77
12/31/2023	Alexander Crowley	Office and support staff salaries	$7,700.00
12/31/2023	Deborah Geary	Office and support staff salaries	$3,850.00
12/31/2023	Twenty Park Plaza LLC	Rent	$8,644.74
12/31/2023	Matthew Bender Lexis Nexis	Professional subscriptions	$1,790.35
12/31/2023	Instatrac	Professional subscriptions	$2,584.00
12/31/2023	AT&T	Telephone, cell phone, handheld	$663.75
12/31/2023	Verizon	Telephone, cell phone, handheld	$995.24
12/31/2023	Twenty Park Plaza LLC	Utilities (heat, water, electricity)	$529.90
12/31/2023	Paychex	Other operating expenses	$524.85
12/31/2023	Future Plan	Other operating expenses	$391.13
12/31/2023	Boston Mutual Insurance Co.	Other operating expenses	$8,936.09
12/31/2023	Kyndl	Other operating expenses	$310.81
12/31/2023	Quick Books	Other operating expenses	$85.53
12/31/2023	Commonwealth of Massachusetts	Other operating expenses	$466.50
12/31/2023	AON Insurance	Advertising expenses	$851.90
		Total operating expenses	$39,752.89

Meals, Travel, and Entertainment Expenses

Date	Event type	Payee/Vendor	Attendees	Amount
10/24/2023	Meal	Wequassett Inn and Resort	Luke A Dillon;Jenny Erickson;Tom Samoluk;Marcus Ferguson;Sarah Coli;David Melman;Jill Rickard;Suzanne Loomis;Dominic Ianno;Umberto Speranza;Ed Donahue;Paul Quaranto;Eric DuPont;Carrie Hartgan;Lauren Guidice;Katelyn Eckert;Bill Malloy;Mark Railsback	$5,565.63
12/31/2023	Travel	LAZ Parking	Luke A Dillon	$1,102.50
			Total amount	$6,668.13

Additional Expenses

No additional expenses were filed for this disclosure reporting period.