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EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOSE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BOSE CORPORATION
Employer identification number (EIN):042655386
NAIC Classification:334310
NAIC Description:Audio and Video Equipment Manufacturing

Additional information about BOSE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0860633

More information about BOSE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIE TRANT
0012016-01-01JULIE TRANT
0012016-01-01
0012015-01-01JULIE TRANT
0012014-01-01JULIE TRANT
0012013-01-01JULIE TRANT
0012012-01-01JULIE TRANT
0012011-01-01JULIE TRANT
0012009-01-01JULIE TRANT

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION

Measure Date Value
2022: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2022 401k membership
Market value of plan assets2022-12-311,050,317,024
Acturial value of plan assets2022-12-31997,107,594
Funding target for retired participants and beneficiaries receiving payment2022-12-31255,364,326
Number of terminated vested participants2022-12-312,640
Fundng target for terminated vested participants2022-12-31248,988,876
Active participant vested funding target2022-12-31270,067,298
Number of active participants2022-12-312,001
Total funding liabilities for active participants2022-12-31286,117,599
Total participant count2022-12-315,962
Total funding target for all participants2022-12-31790,470,801
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3197,249,238
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3197,249,238
Present value of excess contributions2022-12-319,336,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-319,872,144
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3156,000,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3155,214,229
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3128,011,918
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-015,923
Total number of active participants reported on line 7a of the Form 55002022-01-011,567
Number of retired or separated participants receiving benefits2022-01-011,317
Number of other retired or separated participants entitled to future benefits2022-01-012,681
Total of all active and inactive participants2022-01-015,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01129
Total participants2022-01-015,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01224
2021: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2021 401k membership
Market value of plan assets2021-12-31951,523,535
Acturial value of plan assets2021-12-31913,848,164
Funding target for retired participants and beneficiaries receiving payment2021-12-31239,971,721
Number of terminated vested participants2021-12-312,670
Fundng target for terminated vested participants2021-12-31239,934,405
Active participant vested funding target2021-12-31239,858,588
Number of active participants2021-12-312,332
Total funding liabilities for active participants2021-12-31255,227,173
Total participant count2021-12-316,278
Total funding target for all participants2021-12-31735,133,299
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3199,831,740
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3199,831,740
Present value of excess contributions2021-12-3145,654,898
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3148,197,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3110,000,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3197,249,238
Total employer contributions2021-12-3110,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-319,336,244
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3124,885,625
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-319,336,244
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,114
Total number of active participants reported on line 7a of the Form 55002021-01-011,962
Number of retired or separated participants receiving benefits2021-01-011,250
Number of other retired or separated participants entitled to future benefits2021-01-012,585
Total of all active and inactive participants2021-01-015,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01126
Total participants2021-01-015,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01295
2020: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2020 401k membership
Market value of plan assets2020-12-31881,373,341
Acturial value of plan assets2020-12-31856,538,731
Funding target for retired participants and beneficiaries receiving payment2020-12-31227,218,376
Number of terminated vested participants2020-12-312,283
Fundng target for terminated vested participants2020-12-31197,980,280
Active participant vested funding target2020-12-31281,456,360
Number of active participants2020-12-312,820
Total funding liabilities for active participants2020-12-31300,070,962
Total participant count2020-12-316,396
Total funding target for all participants2020-12-31725,269,618
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3155,227,662
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3155,227,662
Present value of excess contributions2020-12-3180,576,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3185,201,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3134,138,436
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3199,831,740
Total employer contributions2020-12-3150,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3145,654,898
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3129,112,373
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3145,654,898
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,139
Total number of active participants reported on line 7a of the Form 55002020-01-012,168
Number of retired or separated participants receiving benefits2020-01-011,213
Number of other retired or separated participants entitled to future benefits2020-01-012,601
Total of all active and inactive participants2020-01-015,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01132
Total participants2020-01-016,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01374
2019: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2019 401k membership
Market value of plan assets2019-12-31735,693,378
Acturial value of plan assets2019-12-31784,198,954
Funding target for retired participants and beneficiaries receiving payment2019-12-31214,332,762
Number of terminated vested participants2019-12-313,425
Fundng target for terminated vested participants2019-12-31200,780,083
Active participant vested funding target2019-12-31269,715,412
Number of active participants2019-12-312,936
Total funding liabilities for active participants2019-12-31288,280,964
Total participant count2019-12-317,577
Total funding target for all participants2019-12-31703,393,809
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31113,831,614
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31113,831,614
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3151,000,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3155,227,662
Total employer contributions2019-12-3135,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3132,732,628
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3131,438,028
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,860,545
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-315,860,545
Contributions allocatedtoward minimum required contributions for current year2019-12-3132,732,628
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,373
Total number of active participants reported on line 7a of the Form 55002019-01-012,563
Number of retired or separated participants receiving benefits2019-01-011,219
Number of other retired or separated participants entitled to future benefits2019-01-012,202
Total of all active and inactive participants2019-01-015,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01155
Total participants2019-01-016,139
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01313
2018: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2018 401k membership
Market value of plan assets2018-12-31823,947,049
Acturial value of plan assets2018-12-31781,441,678
Funding target for retired participants and beneficiaries receiving payment2018-12-31191,650,193
Number of terminated vested participants2018-12-313,346
Fundng target for terminated vested participants2018-12-31178,111,709
Active participant vested funding target2018-12-31249,496,861
Number of active participants2018-12-312,908
Total funding liabilities for active participants2018-12-31266,690,191
Total participant count2018-12-317,412
Total funding target for all participants2018-12-31636,452,093
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31104,991,050
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31104,991,050
Present value of excess contributions2018-12-3156,470,622
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3159,920,977
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-318,000,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31113,831,614
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3125,347,101
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017,236
Total number of active participants reported on line 7a of the Form 55002018-01-012,732
Number of retired or separated participants receiving benefits2018-01-011,149
Number of other retired or separated participants entitled to future benefits2018-01-013,346
Total of all active and inactive participants2018-01-017,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01146
Total participants2018-01-017,373
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01216
2017: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2017 401k membership
Market value of plan assets2017-12-31684,502,861
Acturial value of plan assets2017-12-31701,076,757
Funding target for retired participants and beneficiaries receiving payment2017-12-31160,581,489
Number of terminated vested participants2017-12-313,283
Fundng target for terminated vested participants2017-12-31151,078,037
Active participant vested funding target2017-12-31228,966,369
Number of active participants2017-12-313,090
Total funding liabilities for active participants2017-12-31245,049,209
Total participant count2017-12-317,380
Total funding target for all participants2017-12-31556,708,735
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31138,568,399
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31138,568,399
Present value of excess contributions2017-12-3111,761,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,502,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3143,000,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31104,991,050
Total employer contributions2017-12-3160,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3156,470,622
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3124,149,618
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3156,470,622
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017,188
Total number of active participants reported on line 7a of the Form 55002017-01-012,732
Number of retired or separated participants receiving benefits2017-01-011,073
Number of other retired or separated participants entitled to future benefits2017-01-013,279
Total of all active and inactive participants2017-01-017,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01152
Total participants2017-01-017,236
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01267
2016: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2016 401k membership
Market value of plan assets2016-12-31656,849,940
Acturial value of plan assets2016-12-31688,074,227
Funding target for retired participants and beneficiaries receiving payment2016-12-31143,993,729
Number of terminated vested participants2016-12-313,132
Fundng target for terminated vested participants2016-12-31129,318,331
Active participant vested funding target2016-12-31229,679,731
Number of active participants2016-12-313,295
Total funding liabilities for active participants2016-12-31245,094,463
Total participant count2016-12-317,366
Total funding target for all participants2016-12-31518,406,523
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3145,890,032
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3145,890,032
Present value of excess contributions2016-12-31132,212,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31140,792,799
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3194,000,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31138,568,399
Total employer contributions2016-12-3113,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3111,761,380
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3121,836,782
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3111,761,380
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017,150
Total number of active participants reported on line 7a of the Form 55002016-01-012,898
Number of retired or separated participants receiving benefits2016-01-01935
Number of other retired or separated participants entitled to future benefits2016-01-013,222
Total of all active and inactive participants2016-01-017,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01133
Total participants2016-01-017,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01302
2015: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-016,946
Total number of active participants reported on line 7a of the Form 55002015-01-013,079
Number of retired or separated participants receiving benefits2015-01-01871
Number of other retired or separated participants entitled to future benefits2015-01-013,077
Total of all active and inactive participants2015-01-017,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01123
Total participants2015-01-017,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01316
2014: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-016,603
Total number of active participants reported on line 7a of the Form 55002014-01-013,661
Number of retired or separated participants receiving benefits2014-01-01613
Number of other retired or separated participants entitled to future benefits2014-01-012,564
Total of all active and inactive participants2014-01-016,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01108
Total participants2014-01-016,946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01248
2013: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-016,335
Total number of active participants reported on line 7a of the Form 55002013-01-013,578
Number of retired or separated participants receiving benefits2013-01-01541
Number of other retired or separated participants entitled to future benefits2013-01-012,455
Total of all active and inactive participants2013-01-016,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-016,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01152
2012: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-016,233
Total number of active participants reported on line 7a of the Form 55002012-01-013,561
Number of retired or separated participants receiving benefits2012-01-01484
Number of other retired or separated participants entitled to future benefits2012-01-012,260
Total of all active and inactive participants2012-01-016,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-016,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01158
2011: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-016,583
Total number of active participants reported on line 7a of the Form 55002011-01-013,619
Number of retired or separated participants receiving benefits2011-01-01433
Number of other retired or separated participants entitled to future benefits2011-01-012,156
Total of all active and inactive participants2011-01-016,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-016,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2009: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-016,275
Total number of active participants reported on line 7a of the Form 55002009-01-013,745
Number of retired or separated participants receiving benefits2009-01-01336
Number of other retired or separated participants entitled to future benefits2009-01-012,270
Total of all active and inactive participants2009-01-016,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-016,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01245

Financial Data on EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-44,440,560
Total unrealized appreciation/depreciation of assets2022-12-31$-44,440,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-119,288,772
Total loss/gain on sale of assets2022-12-31$-3,136,765
Total of all expenses incurred2022-12-31$55,134,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,052,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$876,021,327
Value of total assets at beginning of year2022-12-31$1,050,444,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,082,019
Total interest from all sources2022-12-31$121,348
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,162,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,204,504
Administrative expenses professional fees incurred2022-12-31$260,897
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$135,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,961,920
Other income not declared elsewhere2022-12-31$16,559,132
Administrative expenses (other) incurred2022-12-31$3,992,900
Total non interest bearing cash at end of year2022-12-31$2,264
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-174,423,553
Value of net assets at end of year (total assets less liabilities)2022-12-31$876,021,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,050,444,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$280,224,545
Assets. partnership/joint venture interests at beginning of year2022-12-31$217,309,193
Investment advisory and management fees2022-12-31$1,828,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,522,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$353,478,754
Value of interest in common/collective trusts at beginning of year2022-12-31$588,492,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,286,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,815,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,815,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$121,348
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$42,802,758
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$45,585,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$495,909
Net investment gain or loss from common/collective trusts2022-12-31$-89,659,874
Net gain/loss from 103.12 investment entities2022-12-31$-2,390,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$10,000,000
Income. Dividends from common stock2022-12-31$957,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,052,762
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$44,529,238
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$162,209,311
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$88,039,019
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$21,071,054
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$69,664,013
Aggregate carrying amount (costs) on sale of assets2022-12-31$72,800,778
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON
Accountancy firm EIN2022-12-31366055558
2021 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$41,269,742
Total unrealized appreciation/depreciation of assets2021-12-31$41,269,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$144,124,863
Total loss/gain on sale of assets2021-12-31$1,010,548
Total of all expenses incurred2021-12-31$47,005,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,161,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,000,000
Value of total assets at end of year2021-12-31$1,050,444,880
Value of total assets at beginning of year2021-12-31$953,325,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,844,078
Total interest from all sources2021-12-31$2,728
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$816,090
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,961,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,654,203
Other income not declared elsewhere2021-12-31$5,972,123
Administrative expenses (other) incurred2021-12-31$2,686,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$97,119,221
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,050,444,880
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$953,325,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$217,309,193
Assets. partnership/joint venture interests at beginning of year2021-12-31$159,398,286
Investment advisory and management fees2021-12-31$2,341,013
Value of interest in common/collective trusts at end of year2021-12-31$588,492,059
Value of interest in common/collective trusts at beginning of year2021-12-31$502,508,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,815,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$35,792,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$35,792,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,728
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$45,585,366
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$41,056,780
Net investment gain or loss from common/collective trusts2021-12-31$80,993,300
Net gain/loss from 103.12 investment entities2021-12-31$4,876,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,000,000
Employer contributions (assets) at end of year2021-12-31$10,000,000
Employer contributions (assets) at beginning of year2021-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$41,161,564
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$162,209,311
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$136,133,692
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$21,071,054
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$25,781,841
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$20,713,523
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,702,975
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON
Accountancy firm EIN2021-12-31366055558
2020 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,371,270
Total unrealized appreciation/depreciation of assets2020-12-31$1,371,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$173,766,435
Total loss/gain on sale of assets2020-12-31$12,933,621
Total of all expenses incurred2020-12-31$45,415,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,111,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$110,000,000
Value of total assets at end of year2020-12-31$953,325,659
Value of total assets at beginning of year2020-12-31$824,974,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,304,665
Total interest from all sources2020-12-31$55,922
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$563,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$563,441
Administrative expenses professional fees incurred2020-12-31$1,005,232
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,654,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,653
Other income not declared elsewhere2020-12-31$619,041
Administrative expenses (other) incurred2020-12-31$4,274,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$128,350,741
Value of net assets at end of year (total assets less liabilities)2020-12-31$953,325,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$824,974,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$159,398,286
Assets. partnership/joint venture interests at beginning of year2020-12-31$138,764,054
Investment advisory and management fees2020-12-31$3,007,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,019,686
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,954,910
Value of interest in common/collective trusts at end of year2020-12-31$502,508,478
Value of interest in common/collective trusts at beginning of year2020-12-31$244,657,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$35,792,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,868,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,868,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$55,922
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$41,056,780
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$135,248,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,832,807
Net investment gain/loss from pooled separate accounts2020-12-31$413,588
Net investment gain or loss from common/collective trusts2020-12-31$70,345,026
Net gain/loss from 103.12 investment entities2020-12-31$-27,368,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$110,000,000
Employer contributions (assets) at end of year2020-12-31$50,000,000
Employer contributions (assets) at beginning of year2020-12-31$35,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,111,029
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$136,133,692
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$146,026,161
Contract administrator fees2020-12-31$17,009
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$25,781,841
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$69,430,712
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$57,168,508
Aggregate carrying amount (costs) on sale of assets2020-12-31$44,234,887
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2020-12-31043000523
2019 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,826,779
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,826,779
Total unrealized appreciation/depreciation of assets2019-12-31$12,826,779
Total unrealized appreciation/depreciation of assets2019-12-31$12,826,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$171,918,624
Total income from all sources (including contributions)2019-12-31$171,918,624
Total loss/gain on sale of assets2019-12-31$3,263,596
Total loss/gain on sale of assets2019-12-31$3,263,596
Total of all expenses incurred2019-12-31$82,637,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$71,970,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$71,970,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,000,000
Value of total assets at end of year2019-12-31$824,974,918
Value of total assets at end of year2019-12-31$824,974,918
Value of total assets at beginning of year2019-12-31$735,693,378
Value of total assets at beginning of year2019-12-31$735,693,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,666,248
Total interest from all sources2019-12-31$60,967
Total interest from all sources2019-12-31$60,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$641,778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$641,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$641,778
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$641,778
Administrative expenses professional fees incurred2019-12-31$1,231,384
Administrative expenses professional fees incurred2019-12-31$1,231,384
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,477
Other income not declared elsewhere2019-12-31$17,381,835
Other income not declared elsewhere2019-12-31$17,381,835
Administrative expenses (other) incurred2019-12-31$5,527,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$89,281,540
Value of net income/loss2019-12-31$89,281,540
Value of net assets at end of year (total assets less liabilities)2019-12-31$824,974,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$824,974,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$735,693,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$735,693,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$138,764,054
Assets. partnership/joint venture interests at end of year2019-12-31$138,764,054
Assets. partnership/joint venture interests at beginning of year2019-12-31$114,096,895
Assets. partnership/joint venture interests at beginning of year2019-12-31$114,096,895
Investment advisory and management fees2019-12-31$3,889,267
Investment advisory and management fees2019-12-31$3,889,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,019,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,028,601
Value of interest in pooled separate accounts at end of year2019-12-31$11,954,910
Value of interest in pooled separate accounts at end of year2019-12-31$11,954,910
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,529,319
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,529,319
Value of interest in common/collective trusts at end of year2019-12-31$244,657,729
Value of interest in common/collective trusts at end of year2019-12-31$244,657,729
Value of interest in common/collective trusts at beginning of year2019-12-31$279,624,090
Value of interest in common/collective trusts at beginning of year2019-12-31$279,624,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,868,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,868,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,728,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,728,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,728,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,728,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,967
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$135,248,247
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$135,248,247
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$82,490,333
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$82,490,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-7,021,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-7,021,651
Net investment gain/loss from pooled separate accounts2019-12-31$463,014
Net investment gain or loss from common/collective trusts2019-12-31$87,830,465
Net investment gain or loss from common/collective trusts2019-12-31$87,830,465
Net gain/loss from 103.12 investment entities2019-12-31$21,471,841
Net gain/loss from 103.12 investment entities2019-12-31$21,471,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,000,000
Contributions received in cash from employer2019-12-31$35,000,000
Employer contributions (assets) at end of year2019-12-31$35,000,000
Employer contributions (assets) at end of year2019-12-31$35,000,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$71,970,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$71,970,836
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$146,026,161
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$146,026,161
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$110,737,518
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$110,737,518
Contract administrator fees2019-12-31$18,555
Contract administrator fees2019-12-31$18,555
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$69,430,712
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$69,430,712
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$56,453,280
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$56,453,280
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$17,699,649
Aggregate proceeds on sale of assets2019-12-31$17,699,649
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,436,053
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,436,053
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31O'CONNOR & DREW, P.C.
Accountancy firm name2019-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2019-12-31043000523
Accountancy firm EIN2019-12-31043000523
2018 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,971,762
Total unrealized appreciation/depreciation of assets2018-12-31$4,971,762
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-50,414,694
Total loss/gain on sale of assets2018-12-31$356,837
Total of all expenses incurred2018-12-31$37,917,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,348,339
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$735,693,378
Value of total assets at beginning of year2018-12-31$824,026,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,569,658
Total interest from all sources2018-12-31$65,789
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,580,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,580,595
Administrative expenses professional fees incurred2018-12-31$443,920
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,055,925
Other income not declared elsewhere2018-12-31$-292,032
Administrative expenses (other) incurred2018-12-31$1,767,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-88,332,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$735,693,378
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$824,026,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$114,096,895
Assets. partnership/joint venture interests at beginning of year2018-12-31$93,263,662
Investment advisory and management fees2018-12-31$3,339,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,028,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$125,077,688
Value of interest in pooled separate accounts at end of year2018-12-31$11,529,319
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,460,777
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$279,624,090
Value of interest in common/collective trusts at beginning of year2018-12-31$384,171,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,728,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,351,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,351,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$65,789
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$82,490,333
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$90,000,000
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,609,045
Net investment gain/loss from pooled separate accounts2018-12-31$-931,458
Net investment gain or loss from common/collective trusts2018-12-31$-36,696,117
Net gain/loss from 103.12 investment entities2018-12-31$-16,861,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$60,000,000
Income. Dividends from preferred stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,348,339
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$110,737,518
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$30,039,576
Contract administrator fees2018-12-31$18,555
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$56,453,280
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$23,606,281
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,571,401
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,214,564
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2018-12-31043000523
2017 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-39,756,467
Total unrealized appreciation/depreciation of assets2017-12-31$-39,756,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$170,484,464
Total loss/gain on sale of assets2017-12-31$2,757,949
Total of all expenses incurred2017-12-31$31,530,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,851,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$60,000,000
Value of total assets at end of year2017-12-31$824,026,069
Value of total assets at beginning of year2017-12-31$685,071,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,678,270
Total interest from all sources2017-12-31$562,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,208,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,355,170
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,055,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$299,046
Other income not declared elsewhere2017-12-31$982,259
Administrative expenses (other) incurred2017-12-31$87,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$138,954,227
Value of net assets at end of year (total assets less liabilities)2017-12-31$824,026,069
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$685,071,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$93,263,662
Assets. partnership/joint venture interests at beginning of year2017-12-31$58,894,563
Investment advisory and management fees2017-12-31$4,217,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$125,077,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$144,722,740
Value of interest in pooled separate accounts at end of year2017-12-31$12,460,777
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,609,383
Interest earned on other investments2017-12-31$440,741
Income. Interest from corporate debt instruments2017-12-31$94,713
Value of interest in common/collective trusts at end of year2017-12-31$384,171,038
Value of interest in common/collective trusts at beginning of year2017-12-31$455,546,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,351,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27,349
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$90,000,000
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,814,966
Net investment gain or loss from common/collective trusts2017-12-31$103,914,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,000,000
Employer contributions (assets) at end of year2017-12-31$60,000,000
Employer contributions (assets) at beginning of year2017-12-31$13,000,000
Income. Dividends from common stock2017-12-31$3,208,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,851,967
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$30,039,576
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$18,555
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$23,606,281
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$68,168,346
Aggregate carrying amount (costs) on sale of assets2017-12-31$65,410,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2017-12-31043000523
2016 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,378,670
Total unrealized appreciation/depreciation of assets2016-12-31$1,378,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$53,266,289
Total loss/gain on sale of assets2016-12-31$1,859,423
Total of all expenses incurred2016-12-31$31,251,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,521,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,000,000
Value of total assets at end of year2016-12-31$685,071,842
Value of total assets at beginning of year2016-12-31$663,057,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,729,808
Total interest from all sources2016-12-31$86,785
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,069,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$193,872
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$299,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$457,600
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$22,014,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$685,071,842
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$663,057,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$58,894,563
Assets. partnership/joint venture interests at beginning of year2016-12-31$11,077,623
Investment advisory and management fees2016-12-31$2,932,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$144,722,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$118,024,079
Value of interest in pooled separate accounts at end of year2016-12-31$12,609,383
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,812,947
Value of interest in common/collective trusts at end of year2016-12-31$455,546,110
Value of interest in common/collective trusts at beginning of year2016-12-31$374,140,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$86,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,164,242
Net investment gain/loss from pooled separate accounts2016-12-31$531,194
Net investment gain or loss from common/collective trusts2016-12-31$25,176,960
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$13,000,000
Employer contributions (assets) at end of year2016-12-31$13,000,000
Employer contributions (assets) at beginning of year2016-12-31$147,000,000
Income. Dividends from common stock2016-12-31$3,069,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,521,778
Contract administrator fees2016-12-31$145,528
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,859,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2016-12-31043000523
2015 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-92,677
Total unrealized appreciation/depreciation of assets2015-12-31$-92,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$134,673,950
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,112,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,175,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,000,000
Value of total assets at end of year2015-12-31$663,057,139
Value of total assets at beginning of year2015-12-31$560,495,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,937,550
Total interest from all sources2015-12-31$16,164
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,649,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,649,422
Administrative expenses professional fees incurred2015-12-31$803,067
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$310
Administrative expenses (other) incurred2015-12-31$1,745,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$102,561,246
Value of net assets at end of year (total assets less liabilities)2015-12-31$663,057,139
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$560,495,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$11,077,623
Assets. partnership/joint venture interests at beginning of year2015-12-31$6,669,598
Investment advisory and management fees2015-12-31$2,914,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$118,024,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$108,991,515
Value of interest in pooled separate accounts at end of year2015-12-31$12,812,947
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,606,877
Value of interest in common/collective trusts at end of year2015-12-31$374,140,282
Value of interest in common/collective trusts at beginning of year2015-12-31$369,989,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$43,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$43,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16,164
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$19,194,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,264,321
Net investment gain/loss from pooled separate accounts2015-12-31$-47,042
Net investment gain or loss from common/collective trusts2015-12-31$-5,536,246
Net gain/loss from 103.12 investment entities2015-12-31$-51,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$147,000,000
Employer contributions (assets) at end of year2015-12-31$147,000,000
Employer contributions (assets) at beginning of year2015-12-31$42,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,175,154
Contract administrator fees2015-12-31$475,028
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2015-12-31043000523
2014 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-379,008
Total unrealized appreciation/depreciation of assets2014-12-31$-379,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$86,303,179
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,137,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,318,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$42,000,000
Value of total assets at end of year2014-12-31$560,495,893
Value of total assets at beginning of year2014-12-31$487,330,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,818,986
Total interest from all sources2014-12-31$251,089
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,516,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,516,314
Administrative expenses professional fees incurred2014-12-31$181,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$332,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$73,165,691
Value of net assets at end of year (total assets less liabilities)2014-12-31$560,495,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$487,330,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$6,669,598
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$2,199,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$108,991,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$136,042,169
Value of interest in pooled separate accounts at end of year2014-12-31$13,606,877
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,657,784
Value of interest in common/collective trusts at end of year2014-12-31$369,989,469
Value of interest in common/collective trusts at beginning of year2014-12-31$299,540,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$43,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$56,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$56,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$251,089
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$19,194,599
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$18,032,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,629,012
Net investment gain/loss from pooled separate accounts2014-12-31$709,309
Net investment gain or loss from common/collective trusts2014-12-31$44,033,714
Net gain/loss from 103.12 investment entities2014-12-31$-1,199,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$42,000,000
Employer contributions (assets) at end of year2014-12-31$42,000,000
Employer contributions (assets) at beginning of year2014-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,318,502
Contract administrator fees2014-12-31$105,857
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2014-12-31043000523
2013 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$42,142,163
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,526,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,917,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,000,000
Value of total assets at end of year2013-12-31$487,330,202
Value of total assets at beginning of year2013-12-31$456,714,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,609,337
Total interest from all sources2013-12-31$281,032
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,974,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,974,088
Administrative expenses professional fees incurred2013-12-31$199,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,600,471
Administrative expenses (other) incurred2013-12-31$253,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,615,650
Value of net assets at end of year (total assets less liabilities)2013-12-31$487,330,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$456,714,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,027,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$136,042,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$254,213,538
Value of interest in pooled separate accounts at end of year2013-12-31$13,657,784
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,070,049
Value of interest in common/collective trusts at end of year2013-12-31$299,540,608
Value of interest in common/collective trusts at beginning of year2013-12-31$158,613,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$56,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$56,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$56,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$281,032
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$18,032,807
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$20,160,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,403,576
Net investment gain/loss from pooled separate accounts2013-12-31$-120,855
Net investment gain or loss from common/collective trusts2013-12-31$596,998
Net gain/loss from 103.12 investment entities2013-12-31$-1,992,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,000,000
Employer contributions (assets) at end of year2013-12-31$20,000,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,917,176
Contract administrator fees2013-12-31$128,555
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2013-12-31043000523
2012 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$96,907
Total unrealized appreciation/depreciation of assets2012-12-31$96,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$100,776,590
Total loss/gain on sale of assets2012-12-31$219,719
Total of all expenses incurred2012-12-31$9,657,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,329,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$60,000,000
Value of total assets at end of year2012-12-31$456,714,552
Value of total assets at beginning of year2012-12-31$365,595,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,327,197
Total interest from all sources2012-12-31$1,446,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,281,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,281,098
Administrative expenses professional fees incurred2012-12-31$122,930
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,600,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$451
Administrative expenses (other) incurred2012-12-31$230,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$91,119,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$456,714,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$365,595,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$955,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$254,213,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$206,772,340
Value of interest in pooled separate accounts at end of year2012-12-31$16,070,049
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,463,104
Interest earned on other investments2012-12-31$825,875
Value of interest in common/collective trusts at end of year2012-12-31$158,613,867
Value of interest in common/collective trusts at beginning of year2012-12-31$66,297,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$56,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$61,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$61,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$620,126
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$20,160,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,497,983
Net investment gain/loss from pooled separate accounts2012-12-31$2,743,217
Net investment gain or loss from common/collective trusts2012-12-31$4,491,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$60,000,000
Employer contributions (assets) at beginning of year2012-12-31$60,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,329,982
Contract administrator fees2012-12-31$18,555
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$300,561
Aggregate carrying amount (costs) on sale of assets2012-12-31$80,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR & DREW
Accountancy firm EIN2012-12-31043000523
2011 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$53,662,901
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,222,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,119,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$60,000,000
Value of total assets at end of year2011-12-31$365,595,141
Value of total assets at beginning of year2011-12-31$320,154,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,102,644
Total interest from all sources2011-12-31$448,645
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,534,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,534,593
Administrative expenses professional fees incurred2011-12-31$130,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,465
Administrative expenses (other) incurred2011-12-31$230,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$45,440,783
Value of net assets at end of year (total assets less liabilities)2011-12-31$365,595,141
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$320,154,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$741,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$206,772,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$189,740,906
Value of interest in pooled separate accounts at end of year2011-12-31$32,463,104
Value of interest in pooled separate accounts at beginning of year2011-12-31$31,384,328
Value of interest in common/collective trusts at end of year2011-12-31$66,297,291
Value of interest in common/collective trusts at beginning of year2011-12-31$69,435,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$61,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,591,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,591,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$448,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,357,769
Net investment gain/loss from pooled separate accounts2011-12-31$2,164,133
Net investment gain or loss from common/collective trusts2011-12-31$4,873,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,000,000
Employer contributions (assets) at end of year2011-12-31$60,000,000
Employer contributions (assets) at beginning of year2011-12-31$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,119,474
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNOR & DREW
Accountancy firm EIN2011-12-31043000523
2010 : EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$66,887,597
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,489,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,391,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,000,000
Value of total assets at end of year2010-12-31$320,154,358
Value of total assets at beginning of year2010-12-31$260,756,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,097,694
Total interest from all sources2010-12-31$118,423
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,406,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,406,198
Administrative expenses professional fees incurred2010-12-31$167,604
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$332
Administrative expenses (other) incurred2010-12-31$223,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$59,398,324
Value of net assets at end of year (total assets less liabilities)2010-12-31$320,154,358
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$260,756,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$706,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$189,740,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$174,890,303
Value of interest in pooled separate accounts at end of year2010-12-31$31,384,328
Value of interest in pooled separate accounts at beginning of year2010-12-31$29,114,020
Value of interest in common/collective trusts at end of year2010-12-31$69,435,157
Value of interest in common/collective trusts at beginning of year2010-12-31$26,155,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,591,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$595,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$595,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$118,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,761,156
Net investment gain/loss from pooled separate accounts2010-12-31$3,376,667
Net investment gain or loss from common/collective trusts2010-12-31$7,225,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,000,000
Employer contributions (assets) at end of year2010-12-31$15,000,000
Employer contributions (assets) at beginning of year2010-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,391,579
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'CONNOR & DREW
Accountancy firm EIN2010-12-31043000523

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION

2022: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF BOSE CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered6139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered7373
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered7236
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number426634
Policy instance 1
Insurance contract or identification number426634
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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