Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$27.6M
- Prescription drug$3.5M
- Dental$1.7M
- Short-term disability$1.2M
- Life$953K
- Long-term disability$470K
- +1 more
Sponsor portfolio
ANDERSEN TAX LLC
EIN 33-1197384Latest filing 2025
Plans
3
Retirement
1
$336.9M assets
Welfare
2
$32.1M premiums
Participants
5,542
333 BUSH STREET, SUITE 1700 - SAN FRANCISCO, CA 94104415-764-2700
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $32.1M premiums / 4,089 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNITEDHEALTHCARE INSURANCE COMPANY75%
- KAISER FOUNDATION HEALTH PLAN INC11%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
97%top
- EDGEWOOD PARTNERS INSURANCE CENTER97%
- PLANSOURCE BENEFITS ADMINISTRATION2%
- BROWN & BROWN INSURANCE SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN
401k
Assets$336.9M
Participants2,697
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE ANDERSEN TAX LLC EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$32.1M
Covered lives4,089
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE ANDERSEN TAX LLC FSA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN | 401k | $336.9M | 2,697 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ANDERSEN TAX LLC EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $32.1M | 4,089 | 2025 | |
| 502 | THE ANDERSEN TAX LLC FSA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans