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Sponsor portfolio

TAYLOR COMMUNITY

EIN 02-0222149-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$2.6M premiums
Participants
475
435 UNION AVE - LACONIA, NH 032462814603-366-1212taylorcommunity.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$6.8M - 300 part#501Fully Insured-$2.6M - 295 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$191K
  • Life$21K
  • Other$21K
  • Vision$13K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARVARD PILGRIM HEALTH CARE91%
  • DELTA DENTAL OF CALIFORNIA7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DMS INSURANCE AGENCY OF NH99%
  • COMBINED SERVICES LLC1%
Total $64K2 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

TAYLOR COMMUNITY SAVINGS PLAN AND TRUST

401k

Assets$6.8M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAYLOR COMMUNITY HEALTH AND WELFARE PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.6M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR COMMUNITY SAVINGS PLAN AND TRUST401k$6.8M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAYLOR COMMUNITY HEALTH AND WELFARE PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.6M2952024
Retirement plans
Welfare plans
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