Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHUTTS & BOWEN LLP
EIN 59-0447122Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
3
$264.9M assets
Welfare
1
$1.8M premiums
Participants
1,321
Retirement portfolio analytics
3 plans aggregated / $264.9M assets / 790 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- CHARLES SCHWAB & CO., INC.81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 856 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$880K
- Other$875K
- Life$866K
- Short-term disability$866K
- Stop-loss$553K
- Dental$279K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
47%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA47%
- RELIASTAR LIFE INSURANCE COMPANY30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
- AFLAC4%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- +2 more
Broker market share
Schedule A broker compensation
77%top
- VARIOUS - SEE ATTACHED77%
- AON CONSULTING INC12%
- FINKLE, ARTHUR, ALLEN10%
- IMG1%
- SINGER, IRA, MICHAEL0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#021
SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A)
401k
Assets$169.1M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#023
SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST
TraditionalDB
Assets$50.3M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022
SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B)
401k
Assets$45.5M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHUTTS & BOWEN LLP HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.8M
Covered lives856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 021 | SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | 401k | $169.1M | 439 | 2024 | |
| 023 | SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST | TraditionalDB | $50.3M | 93 | 2024 | |
| 022 | SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | 401k | $45.5M | 258 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHUTTS & BOWEN LLP HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.8M | 856 | 2024 |
Retirement plans
Welfare plans