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Sponsor portfolio

TAX NETWORK USA, INC

EIN 27-5433557-accounting-Latest filing 2025
Plans
2
Retirement
1
$217K assets
Welfare
1
$486K premiums
Participants
175
15760 VENTURA BLVD, SUITE 14000 - ENCINO, CA 91436855-225-1040taxnetworkusa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$217K - 72 part#501Fully Insured-$486K - 103 lives

Benefits portfolio analytics

1 plan / $486K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$486K
  • Dental$486K
  • Vision$486K
  • Prescription drug$486K
Total $486K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CALIFORNIA PHYSICIANS SERVICE100%
Total $486K1 slice

Broker market share

Schedule A broker compensation

Split broker
49%top
  • ADVOCATE, INC.49%
  • REUBEN WARNER ASSOCIATES, INC.30%
  • BARBARA SUE ARCHER11%
  • PETER MICHAEL ETTINGER11%
Total $35K4 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

TAX NETWORK USA 401(K) PLAN

401k

Assets$217K
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAX NETWORK USA & PARTNERS INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$486K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAX NETWORK USA 401(K) PLAN401k$217K722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAX NETWORK USA & PARTNERS INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$486K1032025
Retirement plans
Welfare plans
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