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  2. John Boos & Company
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

John Boos & Company

EIN 36-4060778-retail-Latest filing 2025
Plans
3
Retirement
2
$27.5M assets
Health & Benefits
1
$11.1M premiums
Participants
842
3601 S BANKER ST - EFFINGHAM, IL 624012899217-347-7701butcherblockspecialist.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#003401(k)-$26.3M - 382 part#002Money purchase-$1.2M - 10 part#502Mixed-$11.1M - 450 lives

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

Retirement portfolio analytics

2 plans aggregated / $27.5M assets / 392 participants

Assets by plan

Share of aggregate retirement assets

  • & CO. 401(K) (#003)$26.3M
  • MONEY PURCHASE PENSION (#002)$1.2M
Total $27.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • RAYMOND JAMES FINANCIAL SERVICES$26.3M
  • (Not disclosed)$1.2M
Total $27.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & CO. 401(K) (#003)382
  • MONEY PURCHASE PENSION (#002)10
Total 392Select a row to open it

Benefits portfolio analytics

1 plan / $11.1M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.1M
  • Health$2.9M
  • Life$142K
  • Short-term disability$142K
  • Other$142K
Total $11.1M5 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#003

JOHN BOOS & CO. 401(K) PLAN

401(k)

Assets$26.3M
Participants382
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

JOHN BOOS & CO. MONEY PURCHASE PENSION PLAN

Money purchase

Assets$1.2M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

JOHN BOOS & CO. FLEXIBLE BENEFITS PLAN

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$11.1M
Covered lives450
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003JOHN BOOS & CO. 401(K) PLAN401(k)$26.3M3822025
#002JOHN BOOS & CO. MONEY PURCHASE PENSION PLANMoney purchase$1.2M102025
  • JOHN BOOS & CO. 401(K) PLAN$26.3M
    #003 · 401(k) · 2025382
  • JOHN BOOS & CO. MONEY PURCHASE PENSION PLAN$1.2M
    #002 · Money purchase · 202510

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502JOHN BOOS & CO. FLEXIBLE BENEFITS PLANMixedDEARBORN LIFE INSURANCE COMPANY$11.1M4502025
  • JOHN BOOS & CO. FLEXIBLE BENEFITS PLAN$11.1M
    #502 · Mixed · DEARBORN LIFE INSURANCE COMPANY · 2025450
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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