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  2. Globe Tax Services, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Globe Tax Services, Inc.

EIN 13-3647361-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$56.1M assets
Health & Benefits
1
$2.4M premiums
Participants
309
ONE NEW YORK PLAZA, 34TH FLOOR - NEW YORK, NY 10004212-747-9100
Plans on this EIN
2 filings
#001401(k)-$56.1M - 190 part#501Fully insured-$2.4M - 169 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.4M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Life$110K
  • Dental$85K
  • Short-term disability$31K
  • Long-term disability$27K
  • +2 more
Total $2.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GLOBE TAX 401(K) PLAN

401(k)

Assets$56.1M
Participants190
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GLOBE TAX SERVICES HEALTH AND WELFARE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GLOBE TAX 401(K) PLAN401(k)$56.1M1902025
  • GLOBE TAX 401(K) PLAN$56.1M
    #001 · 401(k) · 2025190

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GLOBE TAX SERVICES HEALTH AND WELFARE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M1692025
  • GLOBE TAX SERVICES HEALTH AND WELFARE PLAN$2.4M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025169
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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