Fundz
Fundz
Benefits Intelligence/Broker Directory/Iowa

Bernie Lowe & Associates Inc

Grinnell, IA

Bernie Lowe & Associates Inc of Grinnell, IA is the broker of record on 3 Form 5500 Schedule A filings covering 1 employer benefit plans, with $20,719 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$20,719
plan year 2024
Reported fees
$2,150

Employer clients

Plan sponsors naming Bernie Lowe & Associates Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Children & Families Of IowaIA2402019-06-30
Children & Families Of IowaIA1972021-06-30
Children & Families Of IowaIA1912020-06-30

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Iowa

All brokers in Iowa

Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.