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Sponsor portfolioTH

FRANK, RIMERMAN + CO. LLP

EIN 94-1341042-accounting-Latest filing 2025
Plans
2
Retirement
1
$109.1M assets
Welfare
1
$9.4M premiums
Participants
1,799
60 SOUTH MARKET ST., SUITE 500 - SAN JOSE, CA 95113408-279-5566frankrimerman.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filings
#003401k-$109.1M - 1,002 part#501Mixed-$9.4M - 862 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 862 covered lives

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
Total $9.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS61%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
Total $9.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
  • IMG0%
Total $377K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN

401k

Assets$109.1M
Participants1,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRANK, RIMERMAN + CO. LLP WELFARE BENEFIT PLAN

Mixed - GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS

Premiums$9.4M
Covered lives862
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN401k$109.1M1,0022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRANK, RIMERMAN + CO. LLP WELFARE BENEFIT PLANMixedGROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS$9.4M8622025
Retirement plans
Welfare plans
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