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Original filing (PDF)20251211131332NAL0007351344001
BOSMA INDUSTRIES FOR THE BLIND
Form 5500
FILING_RECEIVED
BOSMA INDUSTRIES FOR THE BLIND, INC. 403(B) PLAN
403(b) retirement plan
Signals · 3
Late filing · 36.8 moNo recordkeeper disclosed21 service providers
Active participants
181
Accounts w/ balance
146
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 36.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSMA INDUSTRIES FOR THE BLIND.
Plan sponsor
Name
BOSMA INDUSTRIES FOR THE BLIND
EIN
31-1246086
Address
6270 CORPORATE DRIVE · INDIANAPOLIS, IN · 46278
Phone
(317) 684-0600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-12-11
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VONLEHMAN & COMPANY, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | 61-1732930 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | CONTRACT ADMINISTRATOR | $37K | — |
Other
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN - APS | 35-1140070 | — | SERVICE PROVIDER | $517 | — |
| MML INVESTORS SERVICES INC | 04-2746212 | — | SHAREHOLDER SERVICE PROV | $0 | — |
| ALLSPRING | 84-6615098 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN CENTURY | 43-1646043 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 66-0793788 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | INVESTMENT PROVIDER | $0 | — |
| BLACKROCK | 51-0318674 | — | INVESTMENT PROVIDER | $0 | — |
| BLACKROCK | 22-3483675 | — | INVESTMENT PROVIDER | $0 | — |
| COLUMBIA | 36-3376651 | — | INVESTMENT PROVIDER | $0 | — |
| COLUMBIA | 94-1687665 | — | INVESTMENT PROVIDER | $0 | — |
| DELAWARE INVESTMENTS | 23-2450217 | — | INVESTMENT PROVIDER | $0 | — |
| INVESCO | 13-5657518 | — | INVESTMENT PROVIDER | $0 | — |
| INVESCO | 84-1501338 | — | INVESTMENT PROVIDER | $0 | — |
| JP MORGAN | 04-3400483 | — | INVESTMENT PROVIDER | $0 | — |
| LEGG MASON | 95-2705767 | — | INVESTMENT PROVIDER | $0 | — |
| LEGG MASON | 13-4146187 | — | INVESTMENT PROVIDER | $0 | — |
| MFS INVESTMENT MANAGEMENT | 04-2468583 | — | INVESTMENT PROVIDER | $0 | — |
| PIMCO FUNDS | 95-2632339 | — | INVESTMENT PROVIDER | $0 | — |
| VICTORY | 31-6364605 | — | INVESTMENT PROVIDER | $0 | — |
Investments
59 direct securities· $8.6M(100% of reported assets)
Uncategorized
$8.4M
57 holdings
Guaranteed Income / GIC
$221K
1 holding
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance Trust Company 76,511 Units BlackRock Lifepath Inx 2035 Fund | — | — | — | $1.4M | 16.8% | |
| Reliance Trust Company 64,173 Units BlackRock Lifepath Inx 2025 Fund | — | — | — | $1.1M | 12.3% | |
| Reliance Trust Company 45,286 Units BlackRock Lifepath Inx 2045 Fund | — | — | — | $953K | 11.0% | |
| Reliance Trust Company 48,485 Units BlackRock Lifepath Inx Rmnt Fund | — | — | — | $717K | 8.3% | |
| Reliance Trust Company 40,173 Units BlackRock Lifepath Inx 2030 Fund | — | — | — | $709K | 8.2% | |
| Lincoln National Life Insurance Company Group Fixed Annuity Account - | — | — | — | $687K | 8.0% | |
| Reliance Trust Company 34,267 Units BlackRock Lifepath Inx 2040 Fund | — | — | — | $685K | 7.9% | |
| Reliance Trust Company 16,453 Units BlackRock Lifepath Inx 2050 Fund | — | — | — | $357K | 4.1% | |
| Reliance Trust Company 444 Units BlackRock iShares SP 500 In Fund | — | — | — | $249K | 2.9% | |
| s * Reliance Trust Company SF Guaranteed Annuity Account - | Guaranteed Income / GIC | — | — | $221K | 2.6% | |
| Lincoln National Life Insurance Company 6,248 Units American Funds Growth | — | — | — | $150K | 1.7% | |
| Reliance Trust Company 1,382 Units ClearBridge Large Cap Gr Fund | — | — | — | $103K | 1.2% | |
| Lincoln National Life Insurance Company 2,979 Units LVIP SSgA S&P 500 Index | — | — | — | $101K | 1.2% | |
| Reliance Trust Company 4,175 Units BlackRock Lifepath Inx 2055 Fund | — | — | — | $93K | 1.1% | |
| Participant Loans (Notes Receivable 4.25% | — | — | — | $74K | 0.9% | |
| Reliance Trust Company 6,823 Units American Century Equity Inc. Fund | — | — | — | $67K | 0.8% | |
| Reliance Trust Company 4,423 Units BlackRock iShares Mid-Cap Ind Fund | — | — | — | $67K | 0.8% | |
| Reliance Trust Company 2,419 Units BlackRock iShares Small-Cap Ind Fund | — | — | — | $63K | 0.7% | |
| Lincoln National Life Insurance Company 1,108 Units LVIP Baron Growth Opportunities | — | — | — | $59K | 0.7% | |
| Reliance Trust Company 3,655 Units BlackRock iShares Int'l Ind Fund | — | — | — | $58K | 0.7% | |
| Reliance Trust Company 2,070 Units Sel Md Cp Gr Fund (TRP/Frontier) | — | — | — | $55K | 0.6% | |
| Lincoln National Life Insurance Company 15 Units PIMCO VIT Total Return Portfolio ** 189 * Reliance Trust Company 816 Units Amer Funds Wash Mutl Invs Fund | — | — | — | $49K | 0.6% | |
| Reliance Trust Company 585 Units American Funds Cap Inc. Bldr Fund | — | — | — | $41K | 0.5% | |
| Reliance Trust Company 1,607 Units Invesco Intl Diversified Fund | — | — | — | $35K | 0.4% | |
| Lincoln National Life Insurance Company 759 Units American Funds Growth-Income | — | — | — | $34K | 0.4% | |
| Lincoln National Life Insurance Company 1,271 Units Fidelity VIP Growth | — | — | — | $31K | 0.4% | |
| Reliance Trust Company 919 Units Invesco Main Street Mid-Cap Fund | — | — | — | $29K | 0.3% | |
| Lincoln National Life Insurance Company 549 Units Fidelity VIP Contrafund | — | — | — | $29K | 0.3% | |
| Lincoln National Life Insurance Company 1,120 Units Delaware VIP Small Cap Value | — | — | — | $28K | 0.3% | |
| Reliance Trust Company 1,678 Units Victory Trivalent Intl Small-C | — | — | — | $28K | 0.3% | |
| Reliance Trust Company 2,104 Units Western Asset Core Bond Fund | — | — | — | $28K | 0.3% | |
| Lincoln National Life Insurance Company 3,849 Units American Funds International | — | — | — | $27K | 0.3% | |
| Reliance Trust Company 848 Units Delaware Small Cap Core Fund | — | — | — | $26K | 0.3% | |
| Lincoln National Life Insurance Company 842 Units MFS Utilities | — | — | — | $23K | 0.3% | |
| Lincoln National Life Insurance Company 898 Units LVIP BlackRock Advantage Allocation Fund | — | — | — | $21K | 0.2% | |
| Reliance Trust Company 1,916 Units Mass Mutual Overseas Fund (MFS/Harris) | — | — | — | $18K | 0.2% | |
| Lincoln National Life Insurance Company 464 Units Delaware VIP Value | — | — | — | $18K | 0.2% | |
| Lincoln National Life Insurance Company 569 Units Delaware VIP Smid Cap Core Series | — | — | — | $17K | 0.2% | |
| Lincoln National Life Insurance Company 34 Units Delaware VIP Diversified Income ** 679 * Lincoln National Life Insurance Company 639 Units Delaware VIP Reit | — | — | — | $17K | 0.2% | |
| Reliance Trust Company 303 Units Allspring Spec Mid-Cap Val Fund | — | — | — | $15K | 0.2% | |
| Lincoln National Life Insurance Company 703 Units LVIP Global Moderate Allocation Mgd Risk | — | — | — | $15K | 0.2% | |
| Reliance Trust Company 1,264 Units Columbia Corporate Income Fund | — | — | — | $13K | 0.2% | |
| Lincoln National Life Insurance Company 279 Units LVIP Delaware Mid Cap Value Fund | — | — | — | $13K | 0.2% | |
| Reliance Trust Company 585 Units BlackRock Lifepath Inx 2060 Fund | — | — | — | $12K | 0.1% | |
| Reliance Trust Company 741 Units PIMCO Income Fund | — | — | — | $9K | 0.1% | |
| Lincoln National Life Insurance Company 316 Units LVIP SSgA Small-Cap Index | — | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company 229 Units LVIP Vanguard Domestic Equity Etf | — | — | — | $8K | <0.1% | |
| Reliance Trust Company 69 Units Undiscovered Mgrs Behavl Val Fund | — | — | — | $6K | <0.1% | |
| s * Lincoln National Life Insurance Company 87 Units American Funds Global Growth ** $ | Mutual Funds | — | — | $5K | <0.1% | |
| Lincoln National Life Insurance Company 22 Units LVIP Jpm Select Mid Cap Value Mngd Vlty ** 345 * Lincoln National Life Insurance Company 224 Units LVIP Mondrian International Value | — | — | — | $5K | <0.1% | |
| Lincoln National Life Insurance Company 429 Units LVIP Government Money Market | — | — | — | $4K | <0.1% | |
| Lincoln National Life Insurance Company 234 Units LVIP SSgA Emerging Markets 100 | — | — | — | $4K | <0.1% | |
| Lincoln National Life Insurance Company 254 Units LVIP Vanguard International Equity Etf | — | — | — | $4K | <0.1% | |
| Lincoln National Life Insurance Company 154 Units LVIP Global Growth Allocation Mangd Risk | — | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Company 13 Units LVIP Delaware Social Awareness ** 351 * Lincoln National Life Insurance Company 105 Units LVIP Delaware Wealth Builder Fund | — | — | — | $3K | <0.1% | |
| Reliance Trust Company 212 Units Columbia Overseas Value Fund | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company 67 Units BlackRock Global Allocation | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company 32 Units LVIP Dimensional U.S. Core Equity 1 | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company 67 Units DWS Alternative Asset Allocation VIP | — | — | — | $1K | <0.1% |