PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Gursey Schneider LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Gursey Schneider LLP

EIN 95-3309779-accounting-Latest filing 2025
Plans
3
Retirement
2
$62.7M assets
Health & Benefits
1
$2.7M premiums
Participants
884
2121 AVENUE OF THE STARS, STE 1300 - LOS ANGELES, CA 90067310-552-0960gursey.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#004Profit-sharing-$34.7M - 271 part#005401(k)-$28.0M - 359 part#501Fully insured-$2.7M - 257 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $62.7M assets / 630 participants

Assets by plan

Share of aggregate retirement assets

  • LLP RETIREMENT Savings (#004)$34.7M
  • SCHNEIDER LLP 401(K) (#005)$28.0M
Total $62.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • EPIC RETIREMENT PLAN SERVICES$34.7M
  • ADP BROKER-DEALER$28.0M
Total $62.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SCHNEIDER LLP 401(K) (#005)359
  • LLP RETIREMENT Savings (#004)271
Total 630Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN

Profit-sharing

Assets$34.7M
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

GURSEY SCHNEIDER LLP 401(K) PLAN

401(k)

Assets$28.0M
Participants359
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GURSEY SCHNEIDER LLP HEALTH INSURANCE PLANS

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives257
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLANProfit-sharing$34.7M2712025
#005GURSEY SCHNEIDER LLP 401(K) PLAN401(k)$28.0M3592025
  • GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN$34.7M
    #004 · Profit-sharing · 2025271
  • GURSEY SCHNEIDER LLP 401(K) PLAN$28.0M
    #005 · 401(k) · 2025359

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GURSEY SCHNEIDER LLP HEALTH INSURANCE PLANSFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M2572025
  • GURSEY SCHNEIDER LLP HEALTH INSURANCE PLANS$2.7M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025257
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica