Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$258K
- Vision$258K
- Life$258K
- Short-term disability$258K
- Long-term disability$258K
- +1 more
Sponsor portfolioTH
SQUIRE & COMPANY, PC
EIN 87-0343246accountingLatest filing 2025
Plans
2
Retirement
1
$46.3M assets
Welfare
1
$3.0M premiums
Participants
554
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
78%top
- GBS BENEFITS INSURANCE AGENCY78%
- GBS BENEFITS INC20%
- BRITE BENEFITS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$46.3M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SQUIRE & CO. WELFARE BENEFIT PLAN
Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH
Premiums$3.0M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | 401k | $46.3M | 335 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SQUIRE & CO. WELFARE BENEFIT PLAN | Fully Insured | REGENCE BLUECROSS BLUESHIELD OF UTAH | $3.0M | 188 | 2025 |
Retirement plans
Welfare plans