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  2. BOWERS & KUBOTA CONSULTING, INC.
Sponsor portfolio

BOWERS & KUBOTA CONSULTING, INC.

EIN 99-0201320-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$214.0M assets
Welfare
1
$3.9M premiums
Participants
985
94 408 AKOKI ST 201 A - WAIPAHU, HI 96797808-836-7787bowersandkubota.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$154.5M - 326 part#001401k-$59.5M - 366 part#501Fully Insured-$3.9M - 654 lives

Retirement portfolio analytics

2 plans aggregated / $214.0M assets / 692 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CONSULTING, INC. ESOP (#002)72%
  • & RETIREMENT PLAN (#001)28%
Total $214.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • GENEOS WEALTH MANAGEMENT INC28%
Total $214.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)366
  • CONSULTING, INC. ESOP (#002)326
Total 692Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Vision$3.6M
  • Prescription drug$3.6M
  • Dental$239K
  • Life$36K
  • Other$14K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNIVERSITY HEALTH ALLIANCE93%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • EMPLOYEE NETWORK, INC.0%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • FIRST HAWAIIAN BANK67%
  • GIS BENEFITS INC33%
Total $5K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOWERS & KUBOTA CONSULTING, INC. ESOP

ESOP

Assets$154.5M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

401k

Assets$59.5M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOWERS & KUBOTA CONSULTING, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNIVERSITY HEALTH ALLIANCE

Premiums$3.9M
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOWERS & KUBOTA CONSULTING, INC. ESOPESOP$154.5M3262024
001BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN401k$59.5M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOWERS & KUBOTA CONSULTING, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNIVERSITY HEALTH ALLIANCE$3.9M6542025
Retirement plans
Welfare plans
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