Assets by plan
Share of aggregate retirement assets
- CONSULTING, INC. ESOP (#002)$172.9M
- & RETIREMENT PLAN (#001)$67.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $239.9M assets / 741 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.9M premiums / 654 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.
ESOP
401(k)
Fully insured - UNIVERSITY HEALTH ALLIANCE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BOWERS & KUBOTA CONSULTING, INC. ESOP | ESOP | $172.9M | 335 | 2025 |
| #001 | BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | 401(k) | $67.0M | 406 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BOWERS & KUBOTA CONSULTING, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully insured | UNIVERSITY HEALTH ALLIANCE | $3.9M | 654 | 2025 |