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Sponsor portfolioTH

TESTAN LAW APC

EIN 33-0691769-law practice-Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$1.5M premiums
Participants
303
4550 E THOUSAND OAKS BLVD, #200 - WESTLAKE VILLAGE, CA 91362805-604-1816testanlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$23.9M - 206 part#501Fully Insured-$1.5M - 143 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Life$62K
  • Short-term disability$62K
  • Long-term disability$62K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • ALLIANT INSURANCE SERVICES, INC.0%
  • EOI SERVICE COMPANY INC0%
Total $107K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TESTAN LAW APC 401(K) PROFIT SHARING PLAN

401k

Assets$23.9M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TESTAN LAW, A PROFESSIONAL CORPORATION

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.5M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TESTAN LAW APC 401(K) PROFIT SHARING PLAN401k$23.9M2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TESTAN LAW, A PROFESSIONAL CORPORATIONFully InsuredBLUE CROSS OF CALIFORNIA$1.5M1432025
Retirement plans
Welfare plans
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