Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Boston, Inc.
EIN 39-1493231Retail TradeLatest filing 2025
Plans
3
Retirement
2
$73.3M assets
Health & Benefits
1
$253K premiums
Participants
1,710
2917 BUSINESS PARK DRIVE - STEVENS POINT, WI 54482715-342-2895
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $73.3M assets / 1,448 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $253K premiums / 616 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$151K
- Life$78K
- Short-term disability$78K
- Long-term disability$78K
- Other$78K
- Vision$24K
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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
BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$53.8M
Participants693
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BOSTON, INC. PROFIT SHARING PLAN
401(k)
Assets$19.5M
Participants755
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
BOSTON, INC WRAP PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$253K
Covered lives616
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $53.8M | 693 | 2025 |
| #002 | BOSTON, INC. PROFIT SHARING PLAN | 401(k) | $19.5M | 755 | 2025 |
- #003 · ESOP · 2025693
- #002 · 401(k) · 2025755
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | BOSTON, INC WRAP PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $253K | 616 | 2025 |
- #503 · Mixed · DELTA DENTAL OF WISCONSIN · 2025616
Retirement plans
Health & Benefits plans