PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TAYLOR ENTERPRISES, INC.
Sponsor portfolio

TAYLOR ENTERPRISES, INC.

EIN 20-5203874-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$365K premiums
Participants
434
135 NORTH CHURCH STREET, SUITE 400 - SPARTANBURG, SC 29306864-327-3645
Plans on this EIN
2 filings
#001401k-$7.5M - 226 part#501Fully Insured-$365K - 322 lives

Benefits portfolio analytics

1 plan / $365K premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$193K
  • Prescription drug$193K
  • Dental$116K
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • +2 more
Total $365K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA32%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • COMPANION LIFE INSURANCE COMPANY1%
Total $365K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • THE CASON GROUP INC1%
Total $47K2 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 ENTERPRISES INC. 401(K) PLAN

401k

Assets$7.5M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAYLOR ENTERPRISES, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$365K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR ENTERPRISES INC. 401(K) PLAN401k$7.5M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAYLOR ENTERPRISES, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$365K3222025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica