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  2. Bose McKinney & Evans LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Bose McKinney & Evans LLP

EIN 35-0957980-law practice-Latest filing 2025
Plans
3
Retirement
2
$161.0M assets
Health & Benefits
1
$537K premiums
Participants
497
111 MONUMENT CIRCLE, SUITE 2700 - INDIANAPOLIS, IN 46204317-684-5000boselaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$157.8M - 213 part#003401(k)-$3.2M - 34 part#503Mixed-$537K - 302 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $161.0M assets / 247 participants

Assets by plan

Share of aggregate retirement assets

  • EVANS RETIREMENT PLAN (#001)$157.8M
  • EVANS ASSOCIATES 401(K) (#003)$3.2M
Total $161.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$157.8M
  • (Not disclosed)$3.2M
Total $161.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EVANS RETIREMENT PLAN (#001)213
  • EVANS ASSOCIATES 401(K) (#003)34
Total 247Select a row to open it

Benefits portfolio analytics

1 plan / $537K premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$338K
  • Life$318K
  • Long-term disability$318K
  • Dental$177K
  • Vision$21K
Total $537K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BOSE MCKINNEY & EVANS RETIREMENT PLAN

401(k)

Assets$157.8M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BOSE MCKINNEY & EVANS ASSOCIATES 401(K) PLAN

401(k)

Assets$3.2M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$537K
Covered lives302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BOSE MCKINNEY & EVANS RETIREMENT PLAN401(k)$157.8M2132025
#003BOSE MCKINNEY & EVANS ASSOCIATES 401(K) PLAN401(k)$3.2M342025
  • BOSE MCKINNEY & EVANS RETIREMENT PLAN$157.8M
    #001 · 401(k) · 2025213
  • BOSE MCKINNEY & EVANS ASSOCIATES 401(K) PLAN$3.2M
    #003 · 401(k) · 202534

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$537K3022025
  • BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLAN$537K
    #503 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025302
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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