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Sponsor portfolioTH

F.M. HOWELL & COMPANY

EIN 16-0488020-packaging and containers-Latest filing 2025
Plans
3
Retirement
2
$47.4M assets
Welfare
1
$1.9M premiums
Participants
591
P. O. BOX 286, 79 PENNSYLVANIA AVENUE - ELMIRA, NY 149020286607-734-6291fmhowell.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
3 filings
#005401k-$26.8M - 253 part#004ProfitSharing-$20.7M - 225 part#502Self Funded-$1.9M - 113 lives

Retirement portfolio analytics

2 plans aggregated / $47.4M assets / 478 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SAVINGS PLAN 401(K) (#005)56%
  • PROFIT SHARING PLAN (#004)44%
Total $47.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 401(K) (#005)253
  • PROFIT SHARING PLAN (#004)225
Total 478Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Stop-loss$1.9M
Total $1.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.9M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KBM MANAGEMENT, INC.100%
Total $64K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

F.M. HOWELL & COMPANY PART III RETIREMENT SAVINGS PLAN 401(K)

401k

Assets$26.8M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

F.M. HOWELL & COMPANY PART I PROFIT SHARING PLAN

ProfitSharing

Assets$20.7M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIFE & HEALTH PLAN FOR EMPLOYEES OF F.M. HOWELL & COMPANY

Self Funded - EXCELLUS BLUECROSS BLUESHIELD PLAN

Premiums$1.9M
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005F.M. HOWELL & COMPANY PART III RETIREMENT SAVINGS PLAN 401(K)401k$26.8M2532025
004F.M. HOWELL & COMPANY PART I PROFIT SHARING PLANProfitSharing$20.7M2252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LIFE & HEALTH PLAN FOR EMPLOYEES OF F.M. HOWELL & COMPANYSelf FundedEXCELLUS BLUECROSS BLUESHIELD PLAN$1.9M1132025
Retirement plans
Welfare plans
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