Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Sponsor portfolio
TABNER, INC.
EIN 20-1948215information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$767K premiums
Participants
535
11020 DAVID TAYLOR DRIVE, SUITE 103 - CHARLOTTE, NC 28262980-202-1828tabnerglobal.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $767K premiums / 394 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- ASHLEY ANDREW DESOUZA100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TABNER, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$1.6M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TABNER, INC WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$767K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TABNER, INC. 401(K) & PROFIT SHARING PLAN | 401k | $1.6M | 141 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TABNER, INC WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $767K | 394 | 2025 |
Retirement plans
Welfare plans