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Sponsor portfolio

TAYLOR MANAGEMENT COMPANY

EIN 22-3453177-real estate-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.5M premiums
Participants
492
80 SOUTH JEFFERSON ROAD, 2ND FLOOR - WHIPANNY, NJ 07981973-267-9000taylormgt.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$8.6M - 278 part#504Fully Insured-$1.5M - 229 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$1.5M
  • Long-term disability$1.5M
  • Prescription drug$1.5M
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
36%top
  • CENTERSTONE INSURANCE AND FINANCIAL36%
  • MARK REDDINGTON31%
  • MARY T. PUCCIARELLI17%
  • JOSEPH GEORGE REILLY16%
Total $109K4 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 MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$8.6M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TAYLOR MANAGEMENT COMPANY HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN401k$8.6M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TAYLOR MANAGEMENT COMPANY HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2292025
Retirement plans
Welfare plans
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