Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Tanner LLP
EIN 20-2253063accountingLatest filing 2025
Plans
3
Retirement
2
$50.0M assets
Health & Benefits
1
$274K premiums
Participants
626
36 SOUTH STATE STREET, SUITE 600 - SALT LAKE CITY, UT 84111801-532-7444tannerco.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $50.0M assets / 445 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $274K premiums / 236 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TANNER LLP RETIREMENT PLAN
401(k)
Assets$39.6M
Participants375
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TANNER LLP CASH BALANCE PENSION PLAN
Cash balance
Assets$10.4M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TANNER LLP. HEALTH & BENEFITS PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$274K
Covered lives236
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TANNER LLP RETIREMENT PLAN | 401(k) | $39.6M | 375 | 2025 |
| #002 | TANNER LLP CASH BALANCE PENSION PLAN | Cash balance | $10.4M | 70 | 2025 |
- #001 · 401(k) · 2025375
- #002 · Cash balance · 202570
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TANNER LLP. HEALTH & BENEFITS PLAN | Mixed | NORTHWESTERN MUTUAL | $274K | 236 | 2025 |
- #501 · Mixed · NORTHWESTERN MUTUAL · 2025236
Retirement plans
Health & Benefits plans