PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Taulia LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Taulia LLC

EIN 27-0346424-financial services-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Health & Benefits
1
$5.7M premiums
Participants
605
95 THIRD ST - SAN FRANCISCO, CA 94103415-376-8280LinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$31.8M - 343 part#501Fully insured-$5.7M - 760 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $5.7M premiums / 760 covered lives

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
Total $5.7M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TAULIA 401(K) PLAN & TRUST

401(k)

Assets$31.8M
Participants343
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TAULIA WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.7M
Covered lives760
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TAULIA 401(K) PLAN & TRUST401(k)$31.8M3432025
  • TAULIA 401(K) PLAN & TRUST$31.8M
    #001 · 401(k) · 2025343

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TAULIA WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$5.7M7602025
  • TAULIA WELFARE BENEFITS PLAN$5.7M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025760
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica