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Sponsor portfolio

TAYLOR WISEMAN & TAYLOR

EIN 22-1892933-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$38.5M assets
Welfare
1
$135K premiums
Participants
285
804 EAST GATE DRIVE, SUITE 100 - MOUNT LAUREL, NJ 08054856-235-7200taylorwiseman.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#003401k-$38.5M - 177 part#501Fully Insured-$135K - 231 lives

Benefits portfolio analytics

1 plan / $135K premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$67K
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Other$67K
  • Dental$59K
  • +1 more
Total $135K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA50%
  • METROPOLITAN LIFE INSURANCE COMPANY43%
  • VISION SERVICE PLAN7%
Total $135K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • CONNER STRONG & BUCKELEW78%
  • GIS BENEFITS INC15%
  • AVANT SPECIALTY BENEFITS LLC7%
  • IMG0%
Total $25K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TAYLOR, WISEMAN & TAYLOR 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$38.5M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAYLOR WISEMAN & TAYLOR WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$135K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003TAYLOR, WISEMAN & TAYLOR 401(K) RETIREMENT SAVINGS PLAN401k$38.5M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAYLOR WISEMAN & TAYLOR WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$135K2312025
Retirement plans
Welfare plans
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