Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COWLES COMPANY
EIN 91-0420030real estateLatest filing 2024
Plans
4
Retirement
2
$163.7M assets
Welfare
2
$684K premiums
Participants
2,187
999 W RIVERSIDE AVE - SPOKANE, WA 992011006509-459-5000cowlescompany.comLinkedIn501-1000 employeesreal estate
Retirement portfolio analytics
2 plans aggregated / $163.7M assets / 1,289 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $684K premiums / 525 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$442K
- Other$241K
- Life$221K
- Long-term disability$221K
Carrier market share
Premium dollars by Schedule A carrier
65%top
- SUN LIFE ASSURANCE COMPANY OF CANADA65%
- STANDARD INSURANCE COMPANY32%
- KEPRO3%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
99%top
- ALLIANT INSURANCE SERVICES, INC.99%
- UMR, INC.1%
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 COMPANY RETIREMENT PLAN
TraditionalDB
Assets$87.1M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COWLES COMPANY 401(K) PLAN
401k
Assets$76.6M
Participants924
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COWLES COMPANY GROUP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$684K
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#505
COWLES COMPANY SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COWLES COMPANY RETIREMENT PLAN | TraditionalDB | $87.1M | 365 | 2024 | |
| 002 | COWLES COMPANY 401(K) PLAN | 401k | $76.6M | 924 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COWLES COMPANY GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $684K | 525 | 2024 | |
| 505 | COWLES COMPANY SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans