Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$786K
- Life$28K
- Health$17K
- Prescription drug$17K
- Vision$14K
- Other$5K
Sponsor portfolio
THE BOWEN CONSULTING GROUP, INC.
EIN 20-4032003Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$850K premiums
Participants
654
1528 SOUTH EL CAMINO REAL, SUITE407 - SAN MATEO, CA 94402650-341-0306
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $850K premiums / 290 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY96%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- FCE BENEFIT ADMINISTRATORS, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BOWEN GROUP 401(K) PLAN
401k
Assets$4.3M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$850K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BOWEN GROUP 401(K) PLAN | 401k | $4.3M | 380 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $850K | 290 | 2025 |
Retirement plans
Welfare plans