2023 Form 5500 filing — Employees' Retirement Plan Of Bose Corporation
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014134514NAL0044726864001) for Employees' Retirement Plan Of Bose Corporation, reported by Bose Corporation under EIN 04-2655386 and plan number 001. It reports 5,694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134514NAL0044726864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bose Corporation
- EIN
- 04-2655386
- Plan number
- 001
- Location
- Framingham, MA
- Participants
- 5,694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $890,678,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $890,678,554
- Total income / additions
- $85,101,217
- Benefits paid
- $63,374,222
- Administrative expenses
- $7,069,768
- Total expenses
- $70,443,990
- Net increase / (decrease)
- $14,657,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $600,695 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $396,341 | $0 |
| Empower | NONE | $342,171 | not reported in the loaded dataset |
| Georgian Partners Growth Lp | NONE | $324,735 | $0 |
| Willis Towers Watson Us LLC | NONE | $308,690 | not reported in the loaded dataset |
| Blackstone Alternative Credit Advis | NONE | $248,750 | $0 |
| Us Bank National Association | NONE | $236,243 | $0 |
| Unicorn Partners Fund Iv, Lp | NONE | $125,000 | $0 |
| State Street Global Advisor Trust C | NONE | $68,430 | $0 |
| Blackrock | NONE | $17,321 | not reported in the loaded dataset |
| Wilmerhale Llp | NONE | $11,578 | not reported in the loaded dataset |