Andersen Tax LLC
Overview
Andersen Tax LLC sponsors a self-funded health plan that covered 566 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 566 · prior year 543
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Andersen Tax LLC FSA Benefit Plan, plan 502 (566 participants)
- Broker compensation
- $330K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| UnitedHealthcare Insurance Company | Medical | 2,426 | $24.1M | — |
| Kaiser Foundation Health Plan Inc. | Medical, Prescription drug, HMO | 215 | $3.1M | — |
| Lincoln National Life Insurance Company | Long-term disability, Life, Short-term disability | 2,308 | $2.6M | $255K |
| Metropolitan Life Insurance Company | Dental | 3,106 | $1.7M | $62K |
| Kaiser Foundation Health Plan of the Mid-Atlantic | Medical, Prescription drug, HMO | 38 | $209K | $4K |
| Ameritas Life Insurance Corp. | Vision | 4,089 | $181K | $9K |
| Kaiser Foundation Health Plan of Washington | Medical, Prescription drug, HMO | 25 | $152K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 566 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Andersen Tax LLC
- Sponsor EIN
- 33-1197384
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 33-1197384 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Andersen Tax LLC Tax Reduction Investment Plan
- Type
- 401(k) plan
- Participants
- 2,882
About this data
Source: Andersen Tax LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Andersen Tax LLC.