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Sponsor portfolio

TAYLOR LOGISTICS, INC.

EIN 04-3720335-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
1
$7.3M assets
Welfare
2
$830K premiums
Participants
941
9756 INTERNATIONAL BLVD. - CINCINNATI, OH 45246513-771-1850taylorlogistics.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
3 filings
#001401k-$7.3M - 274 part#502Fully Insured-$649K - 226 lives#504Fully Insured-$180K - 333 lives

Benefits portfolio analytics

2 plans / $830K premiums / 559 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$632K
  • Dental$197K
  • Vision$197K
  • Other$197K
  • Life$180K
  • Long-term disability$180K
  • +2 more
Total $830K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY76%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
Total $830K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • HLU CONSULTANTS56%
  • GIS BENEFITS INC44%
  • GIS BENEFITS INC DBA BOON CHAPMAN1%
Total $42K3 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 LOGISTICS, INC. 401(K) PLAN

401k

Assets$7.3M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TAYLOR LOGISTICS HEALTH BENEFIT PLAN

Fully Insured - BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Premiums$649K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

TAYLOR LOGISTICS WELFARE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$180K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR LOGISTICS, INC. 401(K) PLAN401k$7.3M2742025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TAYLOR LOGISTICS HEALTH BENEFIT PLANFully InsuredBERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY$649K2262025
504TAYLOR LOGISTICS WELFARE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$180K3332025
Retirement plans
Welfare plans
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