PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SEMMES, BOWEN & SEMMES
Sponsor portfolio

SEMMES, BOWEN & SEMMES

EIN 52-1955555-law practice-Latest filing 2025
Plans
4
Retirement
2
$42.9M assets
Welfare
2
$297K premiums
Participants
648
250 WEST PRATT STREET, SUITE 1900 - BALTIMORE, MD 21201410-539-5040semmes.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#001MoneyPurchase-$28.2M - 193 part#002401k-$14.7M - 181 part#507Mixed-$197K - 119 lives#503Fully Insured-$99K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $42.9M assets / 374 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • & SEMMES PENSION (#001)66%
  • & SEMMES 401(K)PLAN (#002)34%
Total $42.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & SEMMES PENSION (#001)193
  • & SEMMES 401(K)PLAN (#002)181
Total 374Click row to drill in

Benefits portfolio analytics

2 plans / $297K premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$127K
  • Short-term disability$105K
  • Other$105K
  • Long-term disability$99K
  • Dental$70K
  • Vision$70K
Total $297K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY69%
  • HUMANA INSURANCE COMPANY24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $297K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • RCM&D INC.89%
  • EMPLOYEE ONE BENEFIT SOLUTIONS, LLC9%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $57K3 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

SEMMES, BOWEN & SEMMES PENSION PLAN

MoneyPurchase

Assets$28.2M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEMMES, BOWEN & SEMMES 401(K)PLAN

401k

Assets$14.7M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SEMMES, BOWEN & SEMMES EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$197K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SEMMES, BOWEN & SEMMES LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$99K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEMMES, BOWEN & SEMMES PENSION PLANMoneyPurchase$28.2M1932024
002SEMMES, BOWEN & SEMMES 401(K)PLAN401k$14.7M1812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SEMMES, BOWEN & SEMMES EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$197K1192025
503SEMMES, BOWEN & SEMMES LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$99K1312025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica