Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$904K
- Dental$248K
- Vision$32K
- Other$16K
- Health$11K
- Life$392
Sponsor portfolio
ANDERS MINKLER HUBER & HELM LLP
EIN 43-0831507accountingLatest filing 2025
Plans
2
Retirement
1
$54.5M assets
Welfare
1
$1.2M premiums
Participants
809
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,622 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- SUN LIFE ASSURANCE COMPANY OF CANADA75%
- DELTA DENTAL OF CALIFORNIA21%
- EYEMED VISION CARE3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- FOOTPRINTS IN THE SAND FITS LLC5%
- J.W. TERRILL4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANDERS MINKLER HUBER & HELM LLP 401(K) SAVINGS PLAN
401k
Assets$54.5M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANDERS MINKLER HUBER & HELM LLP EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.2M
Covered lives1,622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDERS MINKLER HUBER & HELM LLP 401(K) SAVINGS PLAN | 401k | $54.5M | 481 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANDERS MINKLER HUBER & HELM LLP EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 1,622 | 2025 |
Retirement plans
Welfare plans