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Sponsor portfolio

BOSE MCKINNEY & EVANS LLP

EIN 35-0957980-law practice-Latest filing 2025
Plans
3
Retirement
2
$144.6M assets
Welfare
1
$537K premiums
Participants
502
111 MONUMENT CIRCLE, SUITE 2700 - INDIANAPOLIS, IN 46204317-684-5000boselaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$141.4M - 218 part#003401k-$3.2M - 34 part#503Mixed-$537K - 302 lives

Retirement portfolio analytics

2 plans aggregated / $144.6M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • EVANS RETIREMENT PLAN (#001)98%
  • EVANS ASSOCIATES 401(K) (#003)2%
Total $144.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY98%
  • (Not disclosed)2%
Total $144.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EVANS RETIREMENT PLAN (#001)218
  • EVANS ASSOCIATES 401(K) (#003)34
Total 252Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA59%
  • DELTA DENTAL OF CALIFORNIA33%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • COMPSYCH2%
Total $537K4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • LOCASCIO HADDEN & DENNIS LLC67%
  • AON CONSULTING INC23%
  • LHD BENEFIT ADVISORS10%
Total $109K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOSE MCKINNEY & EVANS RETIREMENT PLAN

401k

Assets$141.4M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BOSE MCKINNEY & EVANS ASSOCIATES 401(K) PLAN

401k

Assets$3.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$537K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BOSE MCKINNEY & EVANS RETIREMENT PLAN401k$141.4M2182024
003BOSE MCKINNEY & EVANS ASSOCIATES 401(K) PLAN401k$3.2M342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$537K3022025
Retirement plans
Welfare plans
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