Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Other$1.9M
- Life$1.8M
- Short-term disability$1.4M
- Long-term disability$1.4M
- +1 more
Sponsor portfolio
ARMANINO ADVISORY LLC
EIN 94-6214841Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$412.0M assets
Welfare
1
$5.3M premiums
Participants
5,722
2700 CAMINO RAMON, SUITE 350 - SAN RAMON, CA 94583925-790-2742
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 2,293 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- KAISER FOUNDATION HEALTH PLAN INC58%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- VISION SERVICE PLAN7%
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$412.0M
Participants3,471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ARMANINO ADVISORY LLC EMPLOYEE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$5.3M
Covered lives2,293
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 | $412.0M | 3,471 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ARMANINO ADVISORY LLC EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $5.3M | 2,293 | 2025 |
Retirement plans
Welfare plans