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Sponsor portfolioTH

HD FOWLER COMPANY

EIN 91-0534909-wholesale-Latest filing 2025
Plans
3
Retirement
1
$111.3M assets
Welfare
2
$909K premiums
Participants
2,022
3633 136TH PLACE SE, SUITE 100 - BELLEVUE, WA 98006425-654-8800hdfowler.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filings
#001401k-$111.3M - 781 part#501Mixed-$618K - 624 lives#503Fully Insured-$291K - 617 lives

Benefits portfolio analytics

2 plans / $909K premiums / 1,241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$342K
  • Life$295K
  • Short-term disability$295K
  • Long-term disability$295K
  • Dental$209K
  • Vision$68K
Total $618K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • WILLAMETTE DENTAL INSURANCE, INC.34%
  • VISION SERVICE PLAN11%
  • LYRA HEALTH, INC.8%
Total $618K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HD FOWLER COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN

401k

Assets$111.3M
Participants781
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHCARE BENEFITS PLAN FOR EMPLOYEES OF HD FOWLER COMPANY

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$618K
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP TERM LIFE PLAN FOR EMPLOYEES OF HD FOWLER COMPANY

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$291K
Covered lives617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HD FOWLER COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN401k$111.3M7812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHCARE BENEFITS PLAN FOR EMPLOYEES OF HD FOWLER COMPANYMixedSUN LIFE ASSURANCE COMPANY OF CANADA$618K6242025
503GROUP TERM LIFE PLAN FOR EMPLOYEES OF HD FOWLER COMPANYFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$291K6172024
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