Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Dental$420K
- Vision$420K
- Other$152K
- Life$124K
- +1 more
Sponsor portfolio
ANCHOR GENERAL INSURANCE AGENCY INC.
EIN 33-0677931insuranceLatest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$2.6M premiums
Participants
458
10089 WILLOW CREEK RD, SUITE 300 - SAN DIEGO, CA 92131858-527-3504anchorgeneral.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 322 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- HARTFORD LIFE AND ACCIDENT5%
- AFLAC1%
Broker market share
Schedule A broker compensation
97%top
- ALLIANT INSURANCE SERVICES, INC.97%
- VARIOUS - SEE ATTACHMENT3%
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 GENERAL INSURANCE GROUP 401(K) PLAN
401k
Assets$25.8M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANCHOR GENERAL INSURANCE AGENCY INC. WELFARE BENEFITS PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$2.6M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANCHOR GENERAL INSURANCE GROUP 401(K) PLAN | 401k | $25.8M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANCHOR GENERAL INSURANCE AGENCY INC. WELFARE BENEFITS PLAN | Fully Insured | AETNA HEALTH, INC. | $2.6M | 322 | 2025 |
Retirement plans
Welfare plans