Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Dental$5.3M
- Vision$5.3M
- Prescription drug$5.3M
- Other$743K
- Life$736K
- +2 more
Sponsor portfolio
ANCHOR PARTNERS, LLC
EIN 30-1117599venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$6.0M premiums
Participants
2,198
2106 EAST STATE HIGHWAY 114, SUITE 303 - SOUTHLAKE, TX 76092682-647-7286anchor-investments.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 2,061 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- UNITED OF OMAHA LIFE INSURANCE COMPANY12%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
96%top
- ALLIANT INSURANCE SERVICES, INC.96%
- SBP, LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$22.8M
Participants1,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANCHOR PARTNERS LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.0M
Covered lives2,061
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $22.8M | 1,168 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANCHOR PARTNERS LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.0M | 2,061 | 2025 |
Retirement plans
Welfare plans