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Sponsor portfolio

BOWMAN AND BROOKE LLP

EIN 41-1510639-law practice-Latest filing 2025
Plans
2
Retirement
1
$194.3M assets
Welfare
1
$471K premiums
Participants
1,141
150 SOUTH 5TH STREET, SUITE 3000 - MINNEAPOLIS, MN 55402612-339-8682bowmanandbrooke.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$194.3M - 658 part#507Mixed-$471K - 524 lives

Benefits portfolio analytics

1 plan / $471K premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$230K
  • Life$205K
  • Long-term disability$191K
  • Vision$37K
Total $471K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • STANDARD INSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • EYEMED VISION CARE8%
Total $471K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • THOMAS CHRISTOPHER SMITH1%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $62K3 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

BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN

401k

Assets$194.3M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

BOWMAN AND BROOKE HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$471K
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN401k$194.3M6582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507BOWMAN AND BROOKE HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$471K5242025
Retirement plans
Welfare plans
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