Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TAYLOR-LISTUG, INC. DBA TAYLOR GUITARS
EIN 33-0008323paper & forest productsLatest filing 2025
Plans
3
Retirement
2
$121.0M assets
Welfare
1
$5.4M premiums
Participants
1,937
1980 GILLESPIE WAY - EL CAJON, CA 920201096619-258-1207LinkedIn501-1000 employeespaper & forest products
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $121.0M assets / 1,577 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.4M premiums / 464 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Prescription drug$5.1M
- Life$207K
- Other$207K
- Short-term disability$121K
- Long-term disability$121K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- BLUE CROSS OF CALIFORNIA56%
- KAISER FOUNDATION HEALTH PLAN INC39%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- ANTHEM LIFE INSURANCE COMPANY1%
- AFLAC0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- VARIOUS - SEE ATTACHMENT1%
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 GUITARS SAVING AND RETIREMENT PLAN
401k
Assets$65.8M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$55.3M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAYLOR-LISTUG, INC. FLEXIBLE BENEFITS PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$5.4M
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAYLOR GUITARS SAVING AND RETIREMENT PLAN | 401k | $65.8M | 533 | 2025 | |
| 002 | TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $55.3M | 1,044 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAYLOR-LISTUG, INC. FLEXIBLE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $5.4M | 464 | 2025 |
Retirement plans
Welfare plans