PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Bowers and Kubota Consulting
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Bowers and Kubota Consulting

EIN 99-0201320-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$239.9M assets
Health & Benefits
1
$3.9M premiums
Participants
1,034
94 408 AKOKI ST 201 A - WAIPAHU, HI 96797808-836-7787bowersandkubota.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$172.9M - 335 part#001401(k)-$67.0M - 406 part#501Fully insured-$3.9M - 654 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $239.9M assets / 741 participants

Assets by plan

Share of aggregate retirement assets

  • CONSULTING, INC. ESOP (#002)$172.9M
  • & RETIREMENT PLAN (#001)$67.0M
Total $239.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$172.9M
  • GENEOS WEALTH MANAGEMENT INC$67.0M
Total $239.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)406
  • CONSULTING, INC. ESOP (#002)335
Total 741Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BOWERS & KUBOTA CONSULTING, INC. ESOP

ESOP

Assets$172.9M
Participants335
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN

401(k)

Assets$67.0M
Participants406
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

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

Fully insured - UNIVERSITY HEALTH ALLIANCE

Premiums$3.9M
Covered lives654
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BOWERS & KUBOTA CONSULTING, INC. ESOPESOP$172.9M3352025
#001BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN401(k)$67.0M4062025
  • BOWERS & KUBOTA CONSULTING, INC. ESOP$172.9M
    #002 · ESOP · 2025335
  • BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN$67.0M
    #001 · 401(k) · 2025406

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BOWERS & KUBOTA CONSULTING, INC. HEALTH AND WELFARE BENEFITS PLANFully insuredUNIVERSITY HEALTH ALLIANCE$3.9M6542025
  • BOWERS & KUBOTA CONSULTING, INC. HEALTH AND WELFARE BENEFITS PLAN$3.9M
    #501 · Fully insured · UNIVERSITY HEALTH ALLIANCE · 2025654
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica