Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $167.1M assets / 1,230 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $745K premiums / 521 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COWLES COMPANY RETIREMENT PLAN | Traditional DB | $87.1M | 365 | 2024 |
| #002 | COWLES COMPANY 401(K) PLAN | 401(k) | $79.9M | 865 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COWLES COMPANY GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $745K | 521 | 2025 |
| #505 | COWLES COMPANY SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |