Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN BOOS & CO.
EIN 36-4060778retailLatest filing 2025
Plans
3
Retirement
2
$27.5M assets
Welfare
1
$11.1M premiums
Participants
842
3601 S BANKER ST - EFFINGHAM, IL 62401217-347-7701butcherblockspecialist.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.5M assets / 392 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- RAYMOND JAMES FINANCIAL SERVICES96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.1M premiums / 450 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.1M
- Health$2.9M
- Life$142K
- Short-term disability$142K
- Other$142K
Carrier market share
Premium dollars by Schedule A carrier
72%top
- DEARBORN LIFE INSURANCE COMPANY72%
- BLUE CROSS OF CALIFORNIA27%
- AFLAC1%
Broker market share
Schedule A broker compensation
77%top
- WEIS INSURANCE AGENCY LLC77%
- CHERYL A. FLOOD13%
- TARA JORDAN3%
- TIMOTHY INGRAM2%
- JUDY PALS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JOHN BOOS & CO. 401(K) PLAN
401k
Assets$26.3M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN BOOS & CO. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JOHN BOOS & CO. FLEXIBLE BENEFITS PLAN
Mixed - DEARBORN LIFE INSURANCE COMPANY
Premiums$11.1M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOHN BOOS & CO. 401(K) PLAN | 401k | $26.3M | 382 | 2025 | |
| 002 | JOHN BOOS & CO. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $1.2M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JOHN BOOS & CO. FLEXIBLE BENEFITS PLAN | Mixed | DEARBORN LIFE INSURANCE COMPANY | $11.1M | 450 | 2025 |
Retirement plans
Welfare plans