Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$2.2M
- Vision$2.2M
- Life$2.2M
- Long-term disability$2.2M
- Other$2.2M
Sponsor portfolio
ANCHOR LOANS, LP
EIN 46-3223427financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$2.2M premiums
Participants
513
1 BAXTER WAY #220 - THOUSAND OAKS, CA 91362310-395-0010anchorloans.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 347 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
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 LOANS, LP 401(K) PLAN
401k
Assets$7.9M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANCHOR LOANS, LP HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANCHOR LOANS, LP 401(K) PLAN | 401k | $7.9M | 256 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANCHOR LOANS, LP HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 347 | 2025 |
Retirement plans
Welfare plans