Back to filter
Original filing (PDF)20251008172949NAL0009843504001
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
Form 5500
FILING_RECEIVED
THE BOEING COMPANY CONSOLIDATED HEALTH AND WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
~10493 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
133,940
Accounts w/ balance
—
Plan assets (EOY)
$75.2M
Net assets (EOY)
-$172.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10493 bps in Schedule C fees — 65484% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES.
Plan sponsor
Name
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
EIN
91-0425694
Address
P.O. BOX 3707 M/C 6X5-08 · SEATTLE, WA · 981242207
Phone
(866) 473-2016
Industry
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFIT PLANS COMMITTEE
EIN
58-2405861
City
CHICAGO, IL
Phone
(312) 544-2297
Plan characteristics
Plan number
635
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE | 13-3891517 | — | AUDITOR | $186K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | 36-1236610 | — | SERVICE PROVIDER | $59.6M | — |
| 98POINT6 | 81-5231430 | — | SERVICE PROVIDER | $4.1M | — |
| CROSSOVER HEALTH | 27-2210284 | — | SERVICE PROVIDER | $3.4M | — |
| PRIME THERAPEUTICS | 26-0076803 | — | SERVICE PROVIDER | $3.2M | — |
| DELTA DENTAL OF WASHINGTON | 91-0621480 | — | SERVICE PROVIDER | $1.9M | — |
| EMSANACARE INC. | 86-2544683 | — | SERVICE PROVIDER | $1.9M | — |
| SMARTLIGHT ANALYTICS | 81-0791458 | — | SERVICE PROVIDER | $1.5M | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | SERVICE PROVIDER | $1.4M | — |
| 1 LIFE HEALTHCARE,INC. | 76-0707204 | — | SERVICE PROVIDER | $1.1M | — |
| DAVIS VISION | 11-3051991 | — | SERVICE PROVIDER | $299K | — |
| CIGNA | 59-1031071 | — | SERVICE PROVIDER | $165K | — |
| IORA | 45-3514434 | — | SERVICE PROVIDER | $20K | — |
| ERNST & YOUNG | 34-6565596 | — | SERVICE PROVIDEER | $7K | — |
Investments
1 pooled fund· $2K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TBCV MT SHORT TERM INVESTMENT FUND THE BOEING CO & CONSOLIDATED SUBS · EIN 91-0425694 / PN 629 | Master Trust | $2K | <0.1% |
