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  2. THE BOSTON CONSULTING GROUP, INC.
Sponsor portfolioTH

THE BOSTON CONSULTING GROUP, INC.

EIN 04-2432614-management consulting-Latest filing 2025
Plans
5
Retirement
3
$4.14B assets
Welfare
2
$19.3M premiums
Participants
38,178
200 PIER 4 BLVD - BOSTON, MA 02210617-973-1046bcg.comLinkedIn10001+ employeesmanagement consulting
Plans on this EIN
5 filings
#004401k-$2.94B - 16,371 part#001ProfitSharing-$685.6M - 7,637 part#003TraditionalDB-$511.1M - 723 part#506Mixed-$16.2M - 18,890 lives#507Fully Insured-$3.1M - 416 lives

Retirement portfolio analytics

3 plans aggregated / $4.14B assets / 24,731 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • SHARING RETIREMENT FUND (#004)71%
  • SHARING RETIREMENT FUND (#001)17%
  • OFFICERS RETIREMENT PLAN (#003)12%
Total $4.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • THE VANGUARD GROUP, INC.88%
  • (Not disclosed)12%
Total $4.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT FUND (#004)16,371
  • SHARING RETIREMENT FUND (#001)7,637
  • OFFICERS RETIREMENT PLAN (#003)723
Total 24,731Click row to drill in

Benefits portfolio analytics

2 plans / $19.3M premiums / 19,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$10.3M
  • Life$3.5M
  • Other$3.5M
  • Health$3.1M
  • Dental$3.1M
  • Vision$2.3M
Total $19.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • EYEMED VISION CARE12%
Total $19.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • LOCKTON COMPANIES, LLC10%
Total $917K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE BOSTON CONSULTING GROUP, INC. EMPLOYEES' SAVINGS PLAN AND PROFIT SHARING RETIREMENT FUND

401k

Assets$2.94B
Participants16,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE BOSTON CONSULTING GROUP, INC. EMPLOYEES' PROFIT SHARING RETIREMENT FUND

ProfitSharing

Assets$685.6M
Participants7,637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE BOSTON CONSULTING GROUP, INC. U.S. OFFICERS RETIREMENT PLAN

TraditionalDB

Assets$511.1M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE BOSTON CONSULTING GROUP, INC. WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$16.2M
Covered lives18,890
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

THE BOSTON CONSULTING GROUP INC INTERNATIONAL MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004THE BOSTON CONSULTING GROUP, INC. EMPLOYEES' SAVINGS PLAN AND PROFIT SHARING RETIREMENT FUND401k$2.94B16,3712024
001THE BOSTON CONSULTING GROUP, INC. EMPLOYEES' PROFIT SHARING RETIREMENT FUNDProfitSharing$685.6M7,6372024
003THE BOSTON CONSULTING GROUP, INC. U.S. OFFICERS RETIREMENT PLANTraditionalDB$511.1M7232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE BOSTON CONSULTING GROUP, INC. WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$16.2M18,8902025
507THE BOSTON CONSULTING GROUP INC INTERNATIONAL MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.1M4162025
Retirement plans
Welfare plans
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