Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION
EIN 95-3378600legal servicesLatest filing 2024
Plans
4
Retirement
2
$271.7M assets
Welfare
2
$6.3M premiums
Participants
1,150
12800 CENTER COURT DR., SUITE 300 - CERRITOS, CA 90703562-653-3200aalrr.comLinkedIn201-500 employeeslegal services
Retirement portfolio analytics
2 plans aggregated / $271.7M assets / 605 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- CHARLES SCHWAB & CO., INC.96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.3M premiums / 588 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Prescription drug$5.5M
- Dental$1.8M
- Other$692K
- Life$644K
- Long-term disability$613K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- AETNA LIFE INSURANCE COMPANY62%
- KAISER FOUNDATION HEALTH PLAN INC25%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- VISION SERVICE PLAN1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
56%top
- HUB INTERNATIONAL MIDWEST LIMITED56%
- IMA, INC.44%
- PATRICIA SWANSON0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS
401k
Assets$260.4M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ATKINSON, ANDELSON, LOYA, RUUD & ROMO CASH BALANCE PENSION PLAN II
CashBalance
Assets$11.3M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ATKINSON, ANDELSON, LOYA, RUUD AND ROMO EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$6.3M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ATKINSON, ANDELSON, LOYA, RUUD AND ROMO FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | 401k | $260.4M | 509 | 2024 | |
| 004 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO CASH BALANCE PENSION PLAN II | CashBalance | $11.3M | 96 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ATKINSON, ANDELSON, LOYA, RUUD AND ROMO EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA HEALTH, INC. | $6.3M | 588 | 2024 | |
| 501 | ATKINSON, ANDELSON, LOYA, RUUD AND ROMO FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans