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Original filing (PDF)20251008171050NAL0010225072001
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
Form 5500
FILING_RECEIVED
THE BOEING COMPANY CONSOLIDATED RETIREE HEALTH BENEFIT PLAN
Health & welfare plan
Signals · 3
60% in single holding~559 bps in Sched C fees17 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$225.9M
Net assets (EOY)
$186.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "BlackRock BlackRock Russell 3000 Index Fund B" is 60% of plan.
- 559 bps in Schedule C fees — 5495% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
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
710
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)
17 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE | 13-3891517 | — | AUDITOR | $109K | — |
Other
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | 36-1236610 | — | SERVICE PROVIDER | $8.5M | — |
| 98POINT6 | 81-5231430 | — | SERVICE PROVIDER | $1.4M | — |
| ALIGHT HOLDING COMPANY LLC | 82-1061233 | LINCOLNSHIRE, IL | SERVICE PROVIDER | $960K | — |
| PRIME THERAPEUTICS | 26-0076803 | — | SERVICE PROVIDER | $798K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | SERVICE PROVIDER | $294K | — |
| SMARTLIGHT ANALYTICS | 81-0791458 | — | SERVICE PROVIDER | $195K | — |
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | SERVICE PROVIDER | $131K | — |
| EMSANACARE INC. | 86-2544683 | — | SERVICE PROVIDER | $107K | — |
| 1 LIFE HEALTHCARE,INC. | 76-0707204 | — | SERVICE PROVIDER | $69K | — |
| DAVIS VISION | 11-3051991 | — | SERVICE PROVIDER | $34K | — |
| ARTEMIS HEALTH INC | 46-4071925 | — | SERVICE PROVIDER | $20K | — |
| ERNST & YOUNG | 34-6565596 | — | SERVICE PROVIDER | $15K | — |
| CROSSOVER HEALTH MEDICAL GROUP APC | 27-2210284 | — | SERVICE PROVIDER | $10K | — |
| SSDC SERVICES | 38-3357459 | — | SERVICE PROVIDER | $10K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | SERVICE PROVIDER | $5K | — |
Investments
1 direct security · 3 pooled funds· $187.5M(83% 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.
Common Collective Trust
$180.8M
2 holdings
Master Trust
$4.7M
1 holding
Uncategorized
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL 3000 INDEX FUND B THE BOEING CO & CONSOLIDATED SUBSIDIARIES · EIN 94-3304650 / PN 001 | Common Collective Trust | — | $103.2M | $109.1M | 48.3% | |
| U.S. DEBT INDEX FUND B THE BOEING CO & CONSOLIDATED SUBSIDIARIES · EIN 94-3138366 / PN 001 | Common Collective Trust | — | $73.0M | $71.7M | 31.7% | |
| TBCV MT SHORT TERM INVESTMENT FUND THE BOEING CO & CONSOLIDATED SUBSIDIARIES · EIN 91-0425694 / PN 629 | Master Trust | — | — | $4.7M | 2.1% | |
| JPMorgan (*) JPMorgan US Government Money Market Fund | — | — | $2.0M | $2.0M | 0.9% |