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  2. TAUCK, INC.
Sponsor portfolio

TAUCK, INC.

EIN 13-1368720-leisure, travel & tourism-Latest filing 2025
Plans
2
Retirement
1
$112.6M assets
Welfare
1
$729K premiums
Participants
1,092
10 WESTPORT ROAD, 1ST FLOOR - WILTON, CT 06897203-899-6500tauck.comLinkedIn201-500 employeesleisure, travel & tourism
Plans on this EIN
2 filings
#001401k-$112.6M - 655 part#501Mixed-$729K - 1,400 lives

Benefits portfolio analytics

1 plan / $729K premiums / 1,400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$363K
  • Other$269K
  • Life$249K
  • Long-term disability$249K
  • Vision$97K
  • Health$68K
  • +1 more
Total $729K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY34%
  • AETNA LIFE INSURANCE COMPANY9%
  • ANTHEM LIFE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • +1 more
Total $729K6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • SAMUEL A MCFALL3%
  • PAUL M WALSH0%
  • HIKARY A BURNS0%
  • BRIAN FAIN0%
  • +1 more
Total $42K6 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

TAUCK, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$112.6M
Participants655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAUCK, INC. EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF CONNECTICUT, INC.

Premiums$729K
Covered lives1,400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAUCK, INC. 401(K) PROFIT SHARING PLAN401k$112.6M6552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAUCK, INC. EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF CONNECTICUT, INC.$729K1,4002025
Retirement plans
Welfare plans
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