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Sponsor portfolio

GURSEY SCHNEIDER LLP

EIN 95-3309779-accounting-Latest filing 2025
Plans
3
Retirement
2
$49.8M assets
Welfare
1
$2.7M premiums
Participants
846
2121 AVENUE OF THE STARS, SUITE 1300 - LOS ANGELES, CA 90067310-552-0960gursey.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#004ProfitSharing-$28.3M - 252 part#005401k-$21.5M - 340 part#501Fully Insured-$2.7M - 257 lives

Retirement portfolio analytics

2 plans aggregated / $49.8M assets / 592 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LLP RETIREMENT Savings (#004)57%
  • SCHNEIDER LLP 401(K) (#005)43%
Total $49.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
57%top
  • EPIC RETIREMENT PLAN SERVICES57%
  • ADP BROKER-DEALER43%
Total $49.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCHNEIDER LLP 401(K) (#005)340
  • LLP RETIREMENT Savings (#004)252
Total 592Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$317K
  • Vision$317K
  • Life$317K
  • Short-term disability$317K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITEDHEALTHCARE INSURANCE COMPANY62%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $105K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$28.3M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

GURSEY SCHNEIDER LLP 401(K) PLAN

401k

Assets$21.5M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GURSEY SCHNEIDER LLP HEALTH INSURANCE PLANS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLANProfitSharing$28.3M2522024
005GURSEY SCHNEIDER LLP 401(K) PLAN401k$21.5M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GURSEY SCHNEIDER LLP HEALTH INSURANCE PLANSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M2572025
Retirement plans
Welfare plans
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