Employees' Retirement Plan Of Bose Corporation — Form 5500 plan (Bose Corporation)
Plain-English plan 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, Employees' Retirement Plan Of Bose Corporation is a benefit plan reported by Bose Corporation under EIN 04-2655386 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,694 participants and $890,678,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bose Corporation
- EIN
- 04-2655386
- Plan number
- 001
- Plan type
- 2
- Location
- Framingham, MA
- Latest filing year
- 2023
- Participants
- 5,694
- End-of-year plan assets
- $890,678,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,694 | H, C | 20241014134514NAL0044726864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $890,678,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $890,678,554
- Net assets (BOY)
- $876,021,327
Income & contributions
- Total contributions
- $0
- Total income / additions
- $85,101,217
Expenses & distributions
- Benefits paid
- $63,374,222
- Administrative expenses
- $7,069,768
- Total expenses
- $70,443,990
- Net increase / (decrease)
- $14,657,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $600,695 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | NONE | $396,341 | $0 | 2023 |
| Empower | NONE | $342,171 | not reported in the loaded dataset | 2023 |
| Georgian Partners Growth Lp | NONE | $324,735 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $308,690 | not reported in the loaded dataset | 2023 |
| Blackstone Alternative Credit Advis | NONE | $248,750 | $0 | 2023 |
| Us Bank National Association | NONE | $236,243 | $0 | 2023 |
| Unicorn Partners Fund Iv, Lp | NONE | $125,000 | $0 | 2023 |
| State Street Global Advisor Trust C | NONE | $68,430 | $0 | 2023 |
| Blackrock | NONE | $17,321 | not reported in the loaded dataset | 2023 |
| Wilmerhale Llp | NONE | $11,578 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bose Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Framingham, MA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Empower — Schedule C compensation
- Georgian Partners Growth Lp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Blackstone Alternative Credit Advis — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Unicorn Partners Fund Iv, Lp — Schedule C compensation
- State Street Global Advisor Trust C — Schedule C compensation
- Blackrock — Schedule C compensation
- Wilmerhale Llp — Schedule C compensation