Assets by plan
Share of aggregate retirement assets
- & SEMMES PENSION (#001)$29.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $46.3M assets / 369 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $297K premiums / 250 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Money purchase
401(k)
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SEMMES, BOWEN & SEMMES PENSION PLAN | Money purchase | $29.6M | 192 | 2025 |
| #002 | SEMMES, BOWEN & SEMMES 401(K)PLAN | 401(k) | $16.6M | 177 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | SEMMES, BOWEN & SEMMES EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $197K | 119 | 2025 |
| #503 | SEMMES, BOWEN & SEMMES LONG TERM DISABILITY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $99K | 131 | 2025 |