Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$545K
- Life$106K
- Other$106K
- Long-term disability$95K
Sponsor portfolio
COWLES & THOMPSON, A PROFESSIONAL C
EIN 75-1603601Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$650K premiums
Participants
127
901 MAIN STREET SUITE 3900 - DALLAS, TX 75202214-672-2265
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $650K premiums / 83 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COWLES & THOMPSON, P.C. EMPLOYEES 401(K) PLAN
401k
Assets$18.3M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COWLES & THOMPSON, PC WELFARE PLAN, GROUP LIFE & MEDICAL INS., LONG TERM DISABILITY
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$650K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COWLES & THOMPSON, P.C. EMPLOYEES 401(K) PLAN | 401k | $18.3M | 74 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COWLES & THOMPSON, PC WELFARE PLAN, GROUP LIFE & MEDICAL INS., LONG TERM DISABILITY | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $650K | 83 | 2024 |
Retirement plans
Welfare plans