PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOWLES RICE LLP
Sponsor portfolio

BOWLES RICE LLP

EIN 55-0394186-law practice-Latest filing 2025
Plans
2
Retirement
1
$73.3M assets
Welfare
1
$2.2M premiums
Participants
448
PO BOX 1386 - CHARLESTON, WV 25325304-347-1100bowlesrice.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$73.3M - 260 part#501Fully Insured-$2.2M - 253 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Life$233K
  • Short-term disability$233K
  • Long-term disability$233K
  • Other$233K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • MICHAEL S BAKER48%
  • USI INSURANCE SERVICES LLC30%
  • THE CASON GROUP INC16%
  • ASSUREDPARTNERS6%
Total $131K4 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

BOWLES RICE 401(K) PROFIT SHARING PLAN

401k

Assets$73.3M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOWLES RICE HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$2.2M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BOWLES RICE 401(K) PROFIT SHARING PLAN401k$73.3M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOWLES RICE HEALTH AND WELFARE PLANFully InsuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$2.2M2532025
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