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  2. JAMES W. FOWLER COMPANY
Sponsor portfolio

JAMES W. FOWLER COMPANY

EIN 93-0677813-Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$117K premiums
Participants
485
12775 WESTVIEW DRIVE - DALLAS, OR 97338503-623-5373
Plans on this EIN
2 filings
#003401k-$17.5M - 319 part#501Mixed-$117K - 151 lives

Benefits portfolio analytics

1 plan / $117K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$117K
  • Life$107K
  • Long-term disability$107K
Total $117K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $117K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JD FULWILER AND COMPANY100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN

401k

Assets$17.5M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMES W. FOWLER COMPANY

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$117K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN401k$17.5M3192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMES W. FOWLER COMPANYMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$117K1512025
Retirement plans
Welfare plans
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