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Sponsor portfolio

BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C.

EIN 42-0704554-Latest filing 2025
Plans
2
Retirement
1
$62.8M assets
Welfare
1
$2.1M premiums
Participants
353
666 GRAND AVENUE, SUITE 2000 RUAN CENTER - DES MOINES, IA 50309515-242-2405
Plans on this EIN
2 filings
#002401k-$62.8M - 222 part#504Mixed-$2.1M - 164 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$143K
  • Long-term disability$143K
  • Dental$122K
  • Vision$18K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • STANDARD INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
  • C2 CENTRIC LLC0%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN

401k

Assets$62.8M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. HEALTH AND WELFARE BENEFIT PLAN

Mixed - WELLMARK HEALTH PLAN OF IOWA

Premiums$2.1M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN401k$62.8M2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. HEALTH AND WELFARE BENEFIT PLANMixedWELLMARK HEALTH PLAN OF IOWA$2.1M1642025
Retirement plans
Welfare plans
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