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Sponsor portfolio

BREMER WHYTE BROWN & O'MEARA, LLP

EIN 33-0747275-legal services-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$3.6M premiums
Participants
753
20320 SW BIRCH ST 2ND FLOOR - NEWPORT BEACH, CA 92660949-221-1000LinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$19.1M - 446 part#501Mixed-$3.6M - 294 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$268K
  • Vision$268K
  • Life$82K
  • Short-term disability$82K
  • Long-term disability$82K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • ANTHEM LIFE INSURANCE COMPANY7%
  • STANDARD INSURANCE COMPANY2%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $112K1 slice

Plan deep-dives

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

BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$19.1M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BREMER WHYTE BROWN & O'MEARA, LLP

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$3.6M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BREMER WHYTE BROWN & OMEARA LL 401(K) PROFIT SHARING PLAN & TRUST401k$19.1M4462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BREMER WHYTE BROWN & O'MEARA, LLPMixedBLUE CROSS OF CALIFORNIA$3.6M2942025
Retirement plans
Welfare plans
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