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Filings through Oct 24, 2026.

Shutts & Bowen LLP

EIN 59-0447122-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
3
$299.7M assets
Health & Benefits
1
$1.6M premiums
Participants
1,260
200 SOUTH BISCAYNE BOULEVARD, SUITE 4100 - MIAMI, FL 33131305-358-6300LinkedIn201-500 employees
Plans on this EIN
4 filings
#021401(k)-$195.1M - 424 part#023Traditional DB-$58.5M - 95 part#022401(k)-$46.1M - 243 part#501Fully insured-$1.6M - 812 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $299.7M assets / 762 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING PLAN (A) (#021)$195.1M
  • PLAN AND TRUST (#023)$58.5M
  • SHARING PLAN (B) (#022)$46.1M
Total $299.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$241.2M
  • (Not disclosed)$58.5M
Total $299.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN (A) (#021)424
  • SHARING PLAN (B) (#022)243
  • PLAN AND TRUST (#023)95
Total 762Select a row to open it

Benefits portfolio analytics

1 plan / $1.6M premiums / 812 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$686K
  • Long-term disability$340K
  • Dental$273K
  • Life$217K
  • Short-term disability$52K
  • Health$39K
  • +2 more
Total $1.6M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#021

SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A)

401(k)

Assets$195.1M
Participants424
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#023

SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST

Traditional DB

Assets$58.5M
Participants95
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B)

401(k)

Assets$46.1M
Participants243
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SHUTTS & BOWEN LLP HEALTH AND WELFARE BENEFITS PLAN

Fully insured - HM LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives812
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#021SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A)401(k)$195.1M4242025
#023SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUSTTraditional DB$58.5M952025
#022SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B)401(k)$46.1M2432025
  • SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A)$195.1M
    #021 · 401(k) · 2025424
  • SHUTTS & BOWEN LLP RETIREMENT PLAN AND TRUST$58.5M
    #023 · Traditional DB · 202595
  • SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B)$46.1M
    #022 · 401(k) · 2025243

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SHUTTS & BOWEN LLP HEALTH AND WELFARE BENEFITS PLANFully insuredHM LIFE INSURANCE COMPANY$1.6M8122025
  • SHUTTS & BOWEN LLP HEALTH AND WELFARE BENEFITS PLAN$1.6M
    #501 · Fully insured · HM LIFE INSURANCE COMPANY · 2025812
Retirement plans
Health & Benefits plans

On this page

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  5. Health & Benefits plans
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