Civic Intelligence

0.C. TANNCR COMPANY

Plan context: O.C. Tanner Retirement & Savings Plan

EIN 87-0182665 • Salt Lake City, UT • 102 filings • 21 plans

1930 South State StreetSalt Lake City, UT 84115
Current Snapshot

Latest Year

2024

2024 Participants

1,301

2024 Assets

$345,854,005

2024 Contributions

$25,273,797

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$370,591,353$185,295,677$0200020122024YearValue
$345,854,005Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,7468730199920122024YearValue
1,301Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,301$345,854,005$25,273,797$19,426iApproximate average salary by contribution assumption: employee only about $485,661 at 4% or $323,774 at 6%; with 50% employer match about $323,774 at 4% or $215,849 at 6%; with 100% employer match about $242,830 at 4% or $161,887 at 6%.
O.C. Tanner Retirement & Savings Plan-1,267$345,854,005$25,273,797$19,948iApproximate average salary by contribution assumption: employee only about $498,694 at 4% or $332,462 at 6%; with 50% employer match about $332,462 at 4% or $221,642 at 6%; with 100% employer match about $249,347 at 4% or $166,231 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,301---
202321,232$328,151,782$23,326,093$18,934iApproximate average salary by contribution assumption: employee only about $473,338 at 4% or $315,559 at 6%; with 50% employer match about $315,559 at 4% or $210,372 at 6%; with 100% employer match about $236,669 at 4% or $157,779 at 6%.
O.C. Tanner Retirement & Savings Plan-1,228$328,151,782$23,326,093$18,995iApproximate average salary by contribution assumption: employee only about $474,880 at 4% or $316,586 at 6%; with 50% employer match about $316,586 at 4% or $211,058 at 6%; with 100% employer match about $237,440 at 4% or $158,293 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,232---
202221,233$304,154,362$20,956,488$16,996iApproximate average salary by contribution assumption: employee only about $424,909 at 4% or $283,272 at 6%; with 50% employer match about $283,272 at 4% or $188,848 at 6%; with 100% employer match about $212,454 at 4% or $141,636 at 6%.
O.C. Tanner Retirement & Savings Plan-1,195$304,154,362$20,956,488$17,537iApproximate average salary by contribution assumption: employee only about $438,420 at 4% or $292,280 at 6%; with 50% employer match about $292,280 at 4% or $194,853 at 6%; with 100% employer match about $219,210 at 4% or $146,140 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,233---
202121,145$370,591,353$19,736,289$17,237iApproximate average salary by contribution assumption: employee only about $430,923 at 4% or $287,282 at 6%; with 50% employer match about $287,282 at 4% or $191,521 at 6%; with 100% employer match about $215,462 at 4% or $143,641 at 6%.
O.C. Tanner Retirement & Savings Plan-1,097$370,591,353$19,736,289$17,991iApproximate average salary by contribution assumption: employee only about $449,779 at 4% or $299,852 at 6%; with 50% employer match about $299,852 at 4% or $199,902 at 6%; with 100% employer match about $224,889 at 4% or $149,926 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,145---
202021,089$355,692,597$16,389,381$15,050iApproximate average salary by contribution assumption: employee only about $376,248 at 4% or $250,832 at 6%; with 50% employer match about $250,832 at 4% or $167,222 at 6%; with 100% employer match about $188,124 at 4% or $125,416 at 6%.
O.C. Tanner Retirement & Savings Plan-1,089$355,692,597$16,389,381$15,050iApproximate average salary by contribution assumption: employee only about $376,248 at 4% or $250,832 at 6%; with 50% employer match about $250,832 at 4% or $167,222 at 6%; with 100% employer match about $188,124 at 4% or $125,416 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,083---
201921,293$325,712,322$19,449,770$15,042iApproximate average salary by contribution assumption: employee only about $376,059 at 4% or $250,706 at 6%; with 50% employer match about $250,706 at 4% or $167,137 at 6%; with 100% employer match about $188,029 at 4% or $125,353 at 6%.
O.C. Tanner Retirement & Savings Plan-1,285$325,712,322$19,449,770$15,136iApproximate average salary by contribution assumption: employee only about $378,400 at 4% or $252,267 at 6%; with 50% employer match about $252,267 at 4% or $168,178 at 6%; with 100% employer match about $189,200 at 4% or $126,133 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,293---
201821,350$281,456,009$19,591,108$14,512iApproximate average salary by contribution assumption: employee only about $362,798 at 4% or $241,866 at 6%; with 50% employer match about $241,866 at 4% or $161,244 at 6%; with 100% employer match about $181,399 at 4% or $120,933 at 6%.
O.C. Tanner Retirement & Savings Plan-1,315$281,456,009$19,591,108$14,898iApproximate average salary by contribution assumption: employee only about $372,455 at 4% or $248,303 at 6%; with 50% employer match about $248,303 at 4% or $165,535 at 6%; with 100% employer match about $186,227 at 4% or $124,152 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,350---
201721,377$314,162,597$18,346,264$13,323iApproximate average salary by contribution assumption: employee only about $333,084 at 4% or $222,056 at 6%; with 50% employer match about $222,056 at 4% or $148,037 at 6%; with 100% employer match about $166,542 at 4% or $111,028 at 6%.
O.C. Tanner Retirement & Savings Plan-1,358$314,162,597$18,346,264$13,510iApproximate average salary by contribution assumption: employee only about $337,744 at 4% or $225,163 at 6%; with 50% employer match about $225,163 at 4% or $150,109 at 6%; with 100% employer match about $168,872 at 4% or $112,581 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,377---
201621,526$281,333,308$18,615,872$12,199iApproximate average salary by contribution assumption: employee only about $304,978 at 4% or $203,319 at 6%; with 50% employer match about $203,319 at 4% or $135,546 at 6%; with 100% employer match about $152,489 at 4% or $101,659 at 6%.
O.C. Tanner Retirement & Savings Plan-1,431$281,333,308$18,615,872$13,009iApproximate average salary by contribution assumption: employee only about $325,225 at 4% or $216,817 at 6%; with 50% employer match about $216,817 at 4% or $144,544 at 6%; with 100% employer match about $162,612 at 4% or $108,408 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,526---
201521,512$264,404,520$17,135,728$11,333iApproximate average salary by contribution assumption: employee only about $283,329 at 4% or $188,886 at 6%; with 50% employer match about $188,886 at 4% or $125,924 at 6%; with 100% employer match about $141,664 at 4% or $94,443 at 6%.
O.C. Tanner Retirement & Savings Plan-1,512$264,404,520$17,135,728$11,333iApproximate average salary by contribution assumption: employee only about $283,329 at 4% or $188,886 at 6%; with 50% employer match about $188,886 at 4% or $125,924 at 6%; with 100% employer match about $141,664 at 4% or $94,443 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,418---
201421,369$266,376,482$16,759,589$12,242iApproximate average salary by contribution assumption: employee only about $306,055 at 4% or $204,037 at 6%; with 50% employer match about $204,037 at 4% or $136,025 at 6%; with 100% employer match about $153,028 at 4% or $102,018 at 6%.
O.C. Tanner Retirement & Savings Plan-1,359$266,376,482$16,759,589$12,332iApproximate average salary by contribution assumption: employee only about $308,307 at 4% or $205,538 at 6%; with 50% employer match about $205,538 at 4% or $137,026 at 6%; with 100% employer match about $154,154 at 4% or $102,769 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,369---
201381,332$258,792,907$15,208,320$11,418iApproximate average salary by contribution assumption: employee only about $285,441 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
O.C. Tanner Retirement & Savings Plan-1,332$258,792,907$15,208,320$11,418iApproximate average salary by contribution assumption: employee only about $285,441 at 4% or $190,294 at 6%; with 50% employer match about $190,294 at 4% or $126,863 at 6%; with 100% employer match about $142,721 at 4% or $95,147 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-766---
Hourly Long Term Disability-0---
O.C. Tanner Dental Plan-0---
United Healthcare Plan-0---
STOP LOSS INSURANCE PLAN-0---
Long Term Disability-0---
Life Insurance Plan-0---
201281,423$223,026,782$13,995,264$9,835iApproximate average salary by contribution assumption: employee only about $245,876 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,959 at 6%.
O.C. Tanner Retirement & Savings Plan-1,423$223,026,782$13,995,264$9,835iApproximate average salary by contribution assumption: employee only about $245,876 at 4% or $163,917 at 6%; with 50% employer match about $163,917 at 4% or $109,278 at 6%; with 100% employer match about $122,938 at 4% or $81,959 at 6%.
Hourly Long Term Disability-893---
Life Insurance Plan-1,329---
Long Term Disability-400---
O.C. Tanner Dental Plan-1,078---
United Healthcare Plan-325---
STOP LOSS INSURANCE PLAN-1,100---
O.C. Tanner Medical and Dental Employee Benefit Plan-782---
201171,443$198,983,947$13,060,808$9,051iApproximate average salary by contribution assumption: employee only about $226,279 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
O.C. Tanner Retirement & Savings Plan-1,443$198,983,947$13,060,808$9,051iApproximate average salary by contribution assumption: employee only about $226,279 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
Life Insurance Plan-1,380---
Long Term Disability-395---
O.C. Tanner Dental Plan-1,121---
Hourly Long Term Disability-916---
O.C. Tanner Medical and Dental Employee Benefit Plan-816---
United Healthcare Plan-337---
201071,493$208,713,216$12,672,285$8,488iApproximate average salary by contribution assumption: employee only about $212,195 at 4% or $141,463 at 6%; with 50% employer match about $141,463 at 4% or $94,309 at 6%; with 100% employer match about $106,097 at 4% or $70,732 at 6%.
O.C. Tanner Retirement & Savings Plan-1,493$208,713,216$12,672,285$8,488iApproximate average salary by contribution assumption: employee only about $212,195 at 4% or $141,463 at 6%; with 50% employer match about $141,463 at 4% or $94,309 at 6%; with 100% employer match about $106,097 at 4% or $70,732 at 6%.
Life Insurance Plan-1,444---
Long Term Disability-411---
O.C. Tanner Dental Plan-1,154---
Hourly Long Term Disability-957---
O.C. Tanner Medical and Dental Employee Benefit Plan-808---
United Healthcare Plan-359---
200971,533$183,695,197$12,279,302$8,010iApproximate average salary by contribution assumption: employee only about $200,250 at 4% or $133,500 at 6%; with 50% employer match about $133,500 at 4% or $89,000 at 6%; with 100% employer match about $100,125 at 4% or $66,750 at 6%.
O.C. Tanner Retirement & Savings Plan-1,533$183,695,197$12,279,302$8,010iApproximate average salary by contribution assumption: employee only about $200,250 at 4% or $133,500 at 6%; with 50% employer match about $133,500 at 4% or $89,000 at 6%; with 100% employer match about $100,125 at 4% or $66,750 at 6%.
United Healthcare Plan-686---
Life Insurance Plan-1,490---
Hourly Long Term Disability-1,010---
Long Term Disability-400---
O.C. Tanner Dental Plan-1,196---
O.C. Tanner Medical and Dental Employee Benefit Plan-528---
200861,599$141,384,282$12,170,357$7,611iApproximate average salary by contribution assumption: employee only about $190,281 at 4% or $126,854 at 6%; with 50% employer match about $126,854 at 4% or $84,569 at 6%; with 100% employer match about $95,140 at 4% or $63,427 at 6%.
O.C. Tanner Retirement & Savings Plan-1,581$141,384,282$12,170,357$7,698iApproximate average salary by contribution assumption: employee only about $192,447 at 4% or $128,298 at 6%; with 50% employer match about $128,298 at 4% or $85,532 at 6%; with 100% employer match about $96,224 at 4% or $64,149 at 6%.
Life Insurance Plan-1,599---
Hourly Long Term Disability-1,061---
Long Term Disability-396---
O.C. Tanner Medical and Dental Employee Benefit Plan-539---
United Healthcare Plan-715---
200761,541$195,743,641$11,613,774$7,537iApproximate average salary by contribution assumption: employee only about $188,413 at 4% or $125,609 at 6%; with 50% employer match about $125,609 at 4% or $83,739 at 6%; with 100% employer match about $94,206 at 4% or $62,804 at 6%.
O.C. Tanner Retirement & Savings Plan-1,512$195,743,641$11,613,774$7,681iApproximate average salary by contribution assumption: employee only about $192,027 at 4% or $128,018 at 6%; with 50% employer match about $128,018 at 4% or $85,345 at 6%; with 100% employer match about $96,013 at 4% or $64,009 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-1,170---
Long Term Disability-367---
Life Insurance Plan-1,541---
United Healthcare Plan-655---
Hourly Long Term Disability-1,005---
200651,491$184,535,500$10,794,521$7,240iApproximate average salary by contribution assumption: employee only about $180,995 at 4% or $120,663 at 6%; with 50% employer match about $120,663 at 4% or $80,442 at 6%; with 100% employer match about $90,497 at 4% or $60,332 at 6%.
O.C. Tanner Retirement & Savings Plan-1,491$184,535,500$10,794,521$7,240iApproximate average salary by contribution assumption: employee only about $180,995 at 4% or $120,663 at 6%; with 50% employer match about $120,663 at 4% or $80,442 at 6%; with 100% employer match about $90,497 at 4% or $60,332 at 6%.
Long Term Disability-344---
Hourly Long Term Disability-1,058---
United Healthcare Plan-639---
Life Insurance Plan-1,468---
200531,551$171,746,340$10,284,314$6,631iApproximate average salary by contribution assumption: employee only about $165,769 at 4% or $110,513 at 6%; with 50% employer match about $110,513 at 4% or $73,675 at 6%; with 100% employer match about $82,885 at 4% or $55,256 at 6%.
O.C. Tanner Retirement & Savings Plan-1,551$171,746,340$10,284,314$6,631iApproximate average salary by contribution assumption: employee only about $165,769 at 4% or $110,513 at 6%; with 50% employer match about $110,513 at 4% or $73,675 at 6%; with 100% employer match about $82,885 at 4% or $55,256 at 6%.
Long Term Disability-362---
United Healthcare Plan-660---
200441,677$161,838,416$9,803,201$5,846iApproximate average salary by contribution assumption: employee only about $146,142 at 4% or $97,428 at 6%; with 50% employer match about $97,428 at 4% or $64,952 at 6%; with 100% employer match about $73,071 at 4% or $48,714 at 6%.
O.C. Tanner Retirement & Savings Plan-1,677$161,838,416$9,803,201$5,846iApproximate average salary by contribution assumption: employee only about $146,142 at 4% or $97,428 at 6%; with 50% employer match about $97,428 at 4% or $64,952 at 6%; with 100% employer match about $73,071 at 4% or $48,714 at 6%.
O.C. Tanner Medical and Dental Employee Benefit Plan-596---
Long Term Disability-368---
United Healthcare Plan-687---
200341,728$142,996,011$8,837,732$5,114iApproximate average salary by contribution assumption: employee only about $127,861 at 4% or $85,240 at 6%; with 50% employer match about $85,240 at 4% or $56,827 at 6%; with 100% employer match about $63,930 at 4% or $42,620 at 6%.
O.C. Tanner Retirement & Savings Plan-1,728$142,996,011$8,837,732$5,114iApproximate average salary by contribution assumption: employee only about $127,861 at 4% or $85,240 at 6%; with 50% employer match about $85,240 at 4% or $56,827 at 6%; with 100% employer match about $63,930 at 4% or $42,620 at 6%.
Long Term Disability-334---
United Healthcare Plan-712---
O.C. Tanner Medical and Dental Employee Benefit Plan-653---
200241,714$118,192,859$8,256,546$4,817iApproximate average salary by contribution assumption: employee only about $120,428 at 4% or $80,285 at 6%; with 50% employer match about $80,285 at 4% or $53,524 at 6%; with 100% employer match about $60,214 at 4% or $40,143 at 6%.
O.C. Tanner Retirement & Savings Plan-1,714$118,192,859$8,256,546$4,817iApproximate average salary by contribution assumption: employee only about $120,428 at 4% or $80,285 at 6%; with 50% employer match about $80,285 at 4% or $53,524 at 6%; with 100% employer match about $60,214 at 4% or $40,143 at 6%.
United Healthcare Plan-742---
O.C. Tanner Medical and Dental Employee Benefit Plan-625---
Long Term Disability-316---
200141,734$132,976,050$8,401,960$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
O.C. Tanner Retirement & Savings Plan-1,734$132,976,050$8,401,960$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
United Healthcare Plan-718---
Long Term Disability-304---
O.C. Tanner Medical and Dental Employee Benefit Plan-713---
200031,746$138,556,352$8,311,857$4,761iApproximate average salary by contribution assumption: employee only about $119,013 at 4% or $79,342 at 6%; with 50% employer match about $79,342 at 4% or $52,895 at 6%; with 100% employer match about $59,506 at 4% or $39,671 at 6%.
O.C. Tanner Retirement & Savings Plan-1,746$138,556,352$8,311,857$4,761iApproximate average salary by contribution assumption: employee only about $119,013 at 4% or $79,342 at 6%; with 50% employer match about $79,342 at 4% or $52,895 at 6%; with 100% employer match about $59,506 at 4% or $39,671 at 6%.
United Healthcare Plan-742---
O.C. Tanner Medical and Dental Employee Benefit Plan-731---
199941,502$0$0-
United Healthcare Plan-785---
Long Term Disability-329---
O.C. Tanner Company Section 125-1,502---
O.C. Tanner Medical and Dental Employee Benefit Plan-741---