Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Other$96K
- Life$95K
- Short-term disability$95K
- +1 more
Sponsor portfolio
WALTON ISAACSON LLC
EIN 20-3735704marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.9M premiums
Participants
234
3630 EASTHAM DRIVE - CULVER CITY, CA 90232323-677-5351waltonisaacson.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 197 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
77%top
- GALLAGHER BENEFIT SERVICES, INC.77%
- ASSUREDPARTNERS23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WALTON ISAACSON 401(K) PLAN
401k
Assets$7.9M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALTON ISAACSON LLC WRAP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALTON ISAACSON 401(K) PLAN | 401k | $7.9M | 132 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALTON ISAACSON LLC WRAP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 197 | 2025 |
Retirement plans
Welfare plans