Plan Ledger DOL Form 5500 · updated monthly

Andersen Tax LLCbenefits

The Andersen Tax LLC Employee Benefit Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$330,028

Andersen Tax LLC's benefits plans covered 2,308 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $330,028 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay rose 96% from $168,085 in 2024.

Insurance contracts · 202510
AMERITAS LIFE INSURANCE CORP · visionpremiums n/a · 4,089 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 204 covered
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC · health drug hmopremiums n/a · 38 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 215 covered
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON · health drug hmopremiums n/a · 25 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 2,198 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 3,106 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 2,308 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 2,307 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 2,426 covered
Brokers & agents paid · 20253
EDGEWOOD PARTNERS INSURANCE CENTER$319,742 · incl $101,624 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 331197384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.