Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$99K
- Life$99K
- Short-term disability$99K
- Long-term disability$99K
- Other$99K
Sponsor portfolio
BOKA POWELL, LLC
EIN 75-2850109architecture & planningLatest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$99K premiums
Participants
197
8080 PARK LANE, SUITE 800 - DALLAS, TX 75231972-701-9000bokapowell.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $99K premiums / 74 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- HOLMES MURPHY & ASSOCIATES100%
- ASSUREDPARTNERS-0%
- RSC INSURANCE BROKERAGE INC-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOKA POWELL, LLC. 401(K) PLAN
401k
Assets$13.5M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BOKA POWELL, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$99K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOKA POWELL, LLC. 401(K) PLAN | 401k | $13.5M | 123 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BOKA POWELL, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $99K | 74 | 2024 |
Retirement plans
Welfare plans