Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TANNER LLP.
EIN 20-2253063accountingLatest filing 2025
Plans
3
Retirement
2
$39.9M assets
Welfare
1
$274K premiums
Participants
597
36 SOUTH STATE STREET, SUITE 600 - SALT LAKE CITY, UT 84111801-924-5131tannerco.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $39.9M assets / 416 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $274K premiums / 236 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$158K
- Short-term disability$158K
- Long-term disability$158K
- Other$158K
- Dental$115K
- Vision$115K
Carrier market share
Premium dollars by Schedule A carrier
58%top
- NORTHWESTERN MUTUAL58%
- TOWN & COUNTRY LIFE INSURANCE COMPANY42%
Broker market share
Schedule A broker compensation
36%top
- RON HUNT36%
- JON MORGAN34%
- MORETON & COMPANY17%
- TMG AGENCY LLC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TANNER LLC RETIREMENT PLAN
401k
Assets$31.2M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TANNER LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$8.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TANNER LLP. HEALTH & BENEFITS PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$274K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TANNER LLC RETIREMENT PLAN | 401k | $31.2M | 346 | 2024 | |
| 002 | TANNER LLC CASH BALANCE PENSION PLAN | CashBalance | $8.6M | 70 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TANNER LLP. HEALTH & BENEFITS PLAN | Mixed | NORTHWESTERN MUTUAL | $274K | 236 | 2025 |
Retirement plans
Welfare plans