Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ROBERT BOSCH, LLC
EIN 36-2903176medical practiceLatest filing 2025
Plans
7
Retirement
3
$6.19B assets
Welfare
4
$34.8M premiums
Participants
54,192
38000 HILLS TECH DRIVE - FARMINGTON HILLS, MI 48331855-922-5547LinkedIn11-50 employeesmedical practice
Retirement portfolio analytics
3 plans aggregated / $6.19B assets / 38,156 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- (Not disclosed)74%
- MORNEAU SHEPELL26%
Participants by plan
Active + retired + deferred vested
- BOSCH PENSION (#001)18,276
Benefits portfolio analytics
4 plans / $34.8M premiums / 26,436 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.5M
- Prescription drug$17.5M
- Other$15.8M
- Life$12.9M
- Long-term disability$12.5M
- Vision$2.1M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
45%top
- HEALTH ALLIANCE PLAN45%
- METROPOLITAN LIFE INSURANCE COMPANY37%
- VISION SERVICE PLAN6%
- AFLAC6%
- KAISER FOUNDATION HEALTH PLAN INC3%
- +3 more
Broker market share
Schedule A broker compensation
66%top
- MERCER HEALTH AND BENEFITS, LLC66%
- WILLIS TOWERS WATSON US LLC34%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BOSCH SAVINGS INCENTIVE PLAN
401k
Assets$4.59B
Participants19,703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BOSCH PENSION PLAN
CashBalance
Assets$1.59B
Participants18,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BOSCH BRAKING SYSTEMS THRIFT PLAN
401k
Assets$7.6M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOSCH CHOICE WELFARE BENEFIT PLAN
Fully Insured - HEALTH ALLIANCE PLAN
Premiums$33.8M
Covered lives24,696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
BOSCH CHOICE RETIREE WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$465K
Covered lives764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
ROBERT BOSCH RETIREE UNION BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$444K
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
ROBERT BOSCH ACTIVE UNION BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$149K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BOSCH SAVINGS INCENTIVE PLAN | 401k | $4.59B | 19,703 | 2024 | |
| 001 | BOSCH PENSION PLAN | CashBalance | $1.59B | 18,276 | 2024 | |
| 005 | BOSCH BRAKING SYSTEMS THRIFT PLAN | 401k | $7.6M | 177 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOSCH CHOICE WELFARE BENEFIT PLAN | Fully Insured | HEALTH ALLIANCE PLAN | $33.8M | 24,696 | 2025 | |
| 520 | BOSCH CHOICE RETIREE WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $465K | 764 | 2025 | |
| 522 | ROBERT BOSCH RETIREE UNION BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $444K | 746 | 2025 | |
| 521 | ROBERT BOSCH ACTIVE UNION BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $149K | 230 | 2025 |
Retirement plans
Welfare plans