Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOSTON, INC.
EIN 39-1493231Latest filing 2025
Plans
3
Retirement
2
$68.4M assets
Welfare
1
$253K premiums
Participants
1,389
2917 BUSINESS PARK DRIVE - STEVENS POINT, WI 54482715-254-1253
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $68.4M assets / 1,127 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $253K premiums / 616 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
60%top
- DELTA DENTAL OF CALIFORNIA60%
- METROPOLITAN LIFE INSURANCE COMPANY31%
- SUPERIOR DENTAL CARE10%
Broker market share
Schedule A broker compensation
96%top
- USI INSURANCE SERVICES LLC96%
- WATCHTOWER BENEFITS, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$51.5M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOSTON, INC. PROFIT SHARING PLAN
401k
Assets$16.9M
Participants582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BOSTON, INC WRAP PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$253K
Covered lives616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $51.5M | 545 | 2024 | |
| 002 | BOSTON, INC. PROFIT SHARING PLAN | 401k | $16.9M | 582 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BOSTON, INC WRAP PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $253K | 616 | 2025 |
Retirement plans
Welfare plans