Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Prescription drug$7.3M
- Other$3.4M
- Life$3.1M
- Short-term disability$3.1M
- Long-term disability$3.1M
Sponsor portfolio
FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS
EIN 20-2480800Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.56B assets
Welfare
1
$10.7M premiums
Participants
11,092
6500 INTERNATIONAL PARKWAY - PLANO, TX 75093800-851-8845
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.7M premiums / 5,500 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- KAISER FOUNDATION HEALTH PLAN INC68%
- HARTFORD LIFE AND ACCIDENT29%
- HEADSPACE3%
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- MERCER HEALTH AND BENEFITS, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FISHER INVESTMENTS 401(K) PLAN
401k
Assets$1.56B
Participants5,867
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FISHER INVESTMENTS WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$10.7M
Covered lives5,500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FISHER INVESTMENTS 401(K) PLAN | 401k | $1.56B | 5,867 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FISHER INVESTMENTS WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $10.7M | 5,500 | 2025 |
Retirement plans
Welfare plans