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Sponsor portfolio

ANDERSON HOLDINGS

EIN 95-2407261-executive office-Latest filing 2024
Plans
3
Retirement
1
$93.2M assets
Welfare
2
$2.6M premiums
Participants
852
1800 AVENUE OF THE STARS, STE 200 - LOS ANGELES, CA 90067310-203-9199andersonholdings.comLinkedIn1001-5000 employeesexecutive office
Plans on this EIN
3 filings
#001401k-$93.2M - 770 part#515Mixed-$2.6M - 147 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$1.8M
  • Other$294K
  • Vision$280K
  • Life$117K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • AETNA LIFE INSURANCE COMPANY60%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • UNIVERSITY HEALTH ALLIANCE10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • HARTFORD LIFE AND ACCIDENT4%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • BAKER MAGRAS & ASSOCIATES52%
  • MARSH & MCLENNAN AGENCY LLC48%
  • AON CONSULTING INC1%
Total $27K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANDERSON HOLDINGS 401(K) SAVINGS PLAN

401k

Assets$93.2M
Participants770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

TOPA HEALTH AND WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.6M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

TOPA BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANDERSON HOLDINGS 401(K) SAVINGS PLAN401k$93.2M7702024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
515TOPA HEALTH AND WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY OF AMERICA$2.6M1472024
510TOPA BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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