Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOSE CORPORATION
EIN 04-2655386consumer electronicsLatest filing 2024
Plans
5
Retirement
2
$1.55B assets
Welfare
3
$3.1M premiums
Participants
12,321
100 THE MOUNTAIN ROAD - FRAMINGHAM, MA 01701508-879-7330bose.comLinkedIn5001-10000 employeesconsumer electronics
Retirement portfolio analytics
2 plans aggregated / $1.55B assets / 9,232 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- (Not disclosed)56%
- GREAT-WEST LIFE & ANNUITY INSURANCE44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $3.1M premiums / 3,462 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.7M
- Vision$526K
- Long-term disability$463K
- Health$231K
- Dental$231K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- RELIASTAR LIFE INSURANCE COMPANY54%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
- AETNA LIFE INSURANCE COMPANY13%
- VISION SERVICE PLAN10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- +3 more
Broker market share
Schedule A broker compensation
77%top
- WILLIS TOWERS WATSON US LLC77%
- AON CONSULTING INC19%
- STRATEGIC NON-MEDICAL SOLUTION4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION
TraditionalDB
Assets$866.3M
Participants5,343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN
401k
Assets$680.9M
Participants3,889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
BOSE CORPORATION HEALTH AND INSURANCE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives3,462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
BOSE CORPORATION RETIREE HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
BOSE CORPORATION 2009 SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION | TraditionalDB | $866.3M | 5,343 | 2024 | |
| 002 | BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | 401k | $680.9M | 3,889 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | BOSE CORPORATION HEALTH AND INSURANCE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $3.1M | 3,462 | 2024 | |
| 516 | BOSE CORPORATION RETIREE HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 525 | BOSE CORPORATION 2009 SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans