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Sponsor portfolioWelfare / HealthEIN 20-4032003

THE BOWEN CONSULTING GROUP, INC.

1528 SOUTH EL CAMINO REAL, SUITE407 · SAN MATEO, CA 94402
6503410306
Plans filed
2
Years active
2019–2024
Industry
NAICS 23
Latest filing
2024
Total premiums (latest)
$716K
No prior year
Persons covered
225
No prior year
Total participants
253
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$899K
THE BOWEN GROUP WELFARE BENEFIT PLAN
Fully insured158 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$716K
THE BOWEN CONSULTING GROUP, INC. HEALTH AND WELFARE PLAN
Mixed225 covered·2 carriers
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$635K83.9%
Health$41K5.4%
Prescription drug$41K5.4%
Life$24K3.2%
Vision$12K1.6%
Other$4K0.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
HRxVSL
$688K96.1%13225
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LOth
$28K3.9%12214

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FCE BENEFIT ADMINISTRATORS, INC.SAN MATEO, CAFIDELITY SECURITY LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY$46K$3K$49K100.0%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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