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Sponsor portfolio

TAX DEFENSE NETWORK, LLC

EIN 14-1906885-financial services-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$1.5M premiums
Participants
435
7159 CORKLAN DRIVE STE 150 - JACKSONVILLE, FL 32258904-309-7331taxdefensenetwork.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$9.4M - 235 part#501Fully Insured-$1.5M - 199 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$113K
  • Life$37K
  • Vision$15K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • COMBINED INSURANCE COMPANY OF AMERICA7%
  • STANDARD INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WINGATE INSURANCE GROUP, INC.100%
Total $59K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TAX DEFENSE NETWORK 401K PLAN

401k

Assets$9.4M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONEYSOLVER

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.5M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAX DEFENSE NETWORK 401K PLAN401k$9.4M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONEYSOLVERFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.5M1992025
Retirement plans
Welfare plans
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