Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.2M
- Dental$220K
- Other$114K
- Life$89K
- Short-term disability$59K
- +2 more
Sponsor portfolio
TAX ANALYSTS
EIN 23-7073182publishingLatest filing 2025
Plans
2
Retirement
1
$42.4M assets
Welfare
1
$2.8M premiums
Participants
437
400 SOUTH MAPLE AVENUE - FALLS CHURCH, VA 22046703-533-4400taxanalysts.comLinkedIn51-200 employeespublishing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 351 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- BLUE CROSS OF CALIFORNIA79%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +3 more
Broker market share
Schedule A broker compensation
45%top
- CAPSTONE PRIVATE WEALTH LLC45%
- DIGITAL INSURANCE LLC44%
- EMPLOYEE BENEFITS CORP OF AMERICA6%
- CAPSTONE PRIVATE WEALTH LLC DBA RBM3%
- CAPSTONE PRIVATE WEALTH LLC DBA2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAX ANALYSTS 401(K) RETIREMENT PLAN
401k
Assets$42.4M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
TAX ANALYSTS WELFARE BENEFIT PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$2.8M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX ANALYSTS 401(K) RETIREMENT PLAN | 401k | $42.4M | 255 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | TAX ANALYSTS WELFARE BENEFIT PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $2.8M | 351 | 2025 |
Retirement plans
Welfare plans