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  2. ATKINSON, ANDELSON, LOYA, RUUD AND ROMO
Sponsor portfolio

ATKINSON, ANDELSON, LOYA, RUUD AND ROMO

EIN 95-3378600-legal services-Latest filing 2025
Plans
4
Retirement
2
$271.7M assets
Welfare
2
$6.7M premiums
Participants
1,254
12800 CENTER COURT DRIVE SOUTH, SUITE 300 - CERRITOS, CA 90703562-653-3200aalrr.comLinkedIn201-500 employeeslegal services
Plans on this EIN
4 filings
#001401k-$260.4M - 509 part#004CashBalance-$11.3M - 96 part#502Fully Insured-$6.7M - 369 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $271.7M assets / 605 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • AND 401(K) PLANS (#001)96%
  • PENSION PLAN II (#004)4%
Total $271.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • CHARLES SCHWAB & CO., INC.96%
  • (Not disclosed)4%
Total $271.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND 401(K) PLANS (#001)509
  • PENSION PLAN II (#004)96
Total 605Click row to drill in

Benefits portfolio analytics

2 plans / $6.7M premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Dental$4.1M
  • Other$815K
  • Life$748K
  • Long-term disability$718K
  • +2 more
Total $6.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $6.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • IMA, INC.91%
  • CENTRO BENEFITS RESEARCH LLC9%
  • PATRICIA SWANSON0%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $452K4 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

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 - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.7M
Covered lives369
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 #NameTypeAssetsParticipantsLatest year
001ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS401k$260.4M5092024
004ATKINSON, ANDELSON, LOYA, RUUD & ROMO CASH BALANCE PENSION PLAN IICashBalance$11.3M962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ATKINSON, ANDELSON, LOYA, RUUD AND ROMO EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.7M3692025
501ATKINSON, ANDELSON, LOYA, RUUD AND ROMO FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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