Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Other$2.2M
- Life$2.0M
- Short-term disability$1.6M
- Long-term disability$1.6M
- +1 more
Sponsor portfolio
ARMANINO ADVISORY LLC
EIN 94-6214841Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$347.4M assets
Welfare
1
$5.7M premiums
Participants
5,970
2700 CAMINO RAMON, SUITE 350 - SAN RAMON, CA 94583925-790-2742
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 2,570 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- KAISER FOUNDATION HEALTH PLAN INC56%
- UNUM LIFE INSURANCE COMPANY OF AMERICA38%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- HEFFERNAN INSURANCE BROKERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ARMANINO ADVISORY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$347.4M
Participants3,521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ARMANINO LLP EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$5.7M
Covered lives2,570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ARMANINO ADVISORY LLC 401(K) PROFIT SHARING PLAN | 401k | $347.4M | 3,521 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ARMANINO LLP EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $5.7M | 2,570 | 2024 |
Retirement plans
Welfare plans