Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$150K
- Vision$150K
- Short-term disability$107K
- Long-term disability$106K
- Life$29K
- +1 more
Sponsor portfolio
NOVOGRADAC & COMPANY LLP
EIN 94-3108253accountingLatest filing 2025
Plans
2
Retirement
1
$136.5M assets
Welfare
1
$2.2M premiums
Participants
1,904
1160 BATTERY STREET, EAST BLDG, SUITE 225 - SAN FRANCISCO, CA 94111415-356-8000novoco.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 823 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- AULTCARE INSURANCE COMPANY44%
- KAISER FOUNDATION HEALTH PLAN INC39%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
50%top
- ACRISURE LLC50%
- FILICE INSURANCE AGENCY29%
- PIPES INSURANCE SERVICE LTD21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN
401k
Assets$136.5M
Participants1,070
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NOVOGRADAC & COMPANY LLP CAFETERIA PLAN
Fully Insured - AULTCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | 401k | $136.5M | 1,070 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NOVOGRADAC & COMPANY LLP CAFETERIA PLAN | Fully Insured | AULTCARE INSURANCE COMPANY | $2.2M | 823 | 2025 |
Retirement plans
Welfare plans