Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.7M
- Prescription drug$8.7M
- Life$686K
- Short-term disability$686K
- Long-term disability$686K
- Other$686K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | 401k | $109.1M | 1,002 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRANK, RIMERMAN + CO. LLP WELFARE BENEFIT PLAN | Mixed | GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS | $9.4M | 862 | 2025 |