Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Prescription drug$5.2M
- Other$520K
- Dental$518K
- Vision$518K
- Life$518K
- +2 more
Sponsor portfolio
TAULIA
EIN 27-0346424financial servicesLatest filing 2025
Plans
2
Retirement
1
$25.5M assets
Welfare
1
$5.7M premiums
Participants
603
95 3RD STREET, 2ND FLOOR #7776 - SAN FRANCISCO, CA 94103415-376-8280LinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 760 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- KAISER FOUNDATION HEALTH PLAN INC4%
- FOUR EVER LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
- ANTHEM INSURANCE COMPANIES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAULIA 401(K) PLAN & TRUST
401k
Assets$25.5M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAULIA WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.7M
Covered lives760
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAULIA 401(K) PLAN & TRUST | 401k | $25.5M | 341 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAULIA WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.7M | 760 | 2025 |
Retirement plans
Welfare plans