Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.0M
- Life$870K
- Short-term disability$870K
- Long-term disability$870K
- Vision$144K
Sponsor portfolioTH
O.C. TANNER COMPANY
EIN 87-0182665human resourcesLatest filing 2025
Plans
2
Retirement
1
$345.9M assets
Welfare
1
$1.2M premiums
Participants
3,192
1930 SOUTH STATE STREET - SALT LAKE CITY, UT 84115801-486-2430octanner.comLinkedIn1001-5000 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,301 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- HARTFORD LIFE AND ACCIDENT74%
- VISION SERVICE PLAN12%
- RELIASTAR LIFE INSURANCE COMPANY9%
- LEGALPLANS, USA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- +1 more
Broker market share
Schedule A broker compensation
91%top
- GALLAGHER BENEFIT SERVICES, INC.91%
- MERCER HEALTH AND BENEFITS, LLC3%
- ALIGHT SOLUTIONS3%
- CHRISTINE M. MCCULLUGH2%
- CORESTREAM1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
O.C. TANNER RETIREMENT & SAVINGS PLAN
401k
Assets$345.9M
Participants1,891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O.C. TANNER COMPANY EMPLOYEE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.2M
Covered lives1,301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O.C. TANNER RETIREMENT & SAVINGS PLAN | 401k | $345.9M | 1,891 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O.C. TANNER COMPANY EMPLOYEE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.2M | 1,301 | 2025 |
Retirement plans
Welfare plans