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Sponsor portfolio

BOWEN, MICLETTE & BRITT INSURANCE AGENCY, LLC

EIN 26-3860108-insurance-Latest filing 2024
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$534K premiums
Participants
541
2800 NORTH LOOP WEST, SUITE 1100 - HOUSTON, TX 77092713-880-7190bmbinc.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$40.0M - 303 part#501Mixed-$534K - 238 lives

Benefits portfolio analytics

1 plan / $534K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$334K
  • Long-term disability$93K
  • Life$70K
  • Dental$38K
  • Vision$38K
Total $534K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $534K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • NFP INSURANCE SERVICES INC25%
  • EMERSON REID LLC4%
Total $86K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOWEN, MICLETTE & BRITT PROFIT SHARING PLAN

401k

Assets$40.0M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOWEN, MICLETTE & BRITT INSURANCE AGENCY, LLC EMPLOYEE HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$534K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOWEN, MICLETTE & BRITT PROFIT SHARING PLAN401k$40.0M3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOWEN, MICLETTE & BRITT INSURANCE AGENCY, LLC EMPLOYEE HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$534K2382024
Retirement plans
Welfare plans
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