PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BOWMAN AND BROOKE LLP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 41-1510639

BOWMAN AND BROOKE LLP

150 SOUTH 5TH STREET, SUITE 3000 · MINNEAPOLIS, MN 55402
6123398682
Plans filed
7
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$471K
No prior year
Persons covered
524
No prior year
Total participants
483
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #507$471K
BOWMAN AND BROOKE HEALTH AND WELFARE BENEFIT PLAN
Mixed524 covered·4 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #504$251K
BOWMAN AND BROOKE LONG TERM CARE PLAN
Fully insured0 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$185K
BOWMAN AND BROOKE LONG TERM AND SHORT TERM DISABILITY PLAN
Mixed0 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #503$178K
BOWMAN AND BROOKE LIFE INSURANCE PLAN
Fully insured0 covered·2 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #505$50K
BOWMAN AND BROOKE VOLUNTARY BENEFITS
Fully insured105 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #506$46K
BOWMAN AND BROOKE VOLUNTARY BENEFITS
Fully insured190 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$33K
BOWMAN AND BROOKE GROUP HEALTH PLAN
Mixed0 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$230K34.7%
Life$205K31.0%
Long-term disability$191K28.9%
Vision$37K5.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LLTDOth
$384K81.6%12474
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LOth
$50K10.6%12142
EYEMED VISION CARE
EIN 430949844
V
$37K7.8%11524

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCCHICAGO, ILEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO, STANDARD INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$60K$2K$62K99.1%1
THOMAS CHRISTOPHER SMITHNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$470$0$4700.8%1
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$72$0$720.1%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica