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  2. TAYLOR & ASSOCIATES ARCHITECTS, INC.
Sponsor portfolio

TAYLOR & ASSOCIATES ARCHITECTS, INC.

EIN 33-0166584-Latest filing 2025
Plans
3
Retirement
2
$28.7M assets
Welfare
1
$1.1M premiums
Participants
406
1735 FLIGHT WAY, SUITE 300 - TUSTIN, CA 92782949-574-1325
Plans on this EIN
3 filings
#001401k-$14.9M - 152 part#002ESOP-$13.9M - 141 part#501Fully Insured-$1.1M - 109 lives

Retirement portfolio analytics

2 plans aggregated / $28.7M assets / 293 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 401K/PROFIT SHARING PLAN (#001)52%
  • EMPLOYEE STOCK OWNERSHIP (#002)48%
Total $28.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K/PROFIT SHARING PLAN (#001)152
  • EMPLOYEE STOCK OWNERSHIP (#002)141
Total 293Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$908K
  • Dental$116K
  • Life$27K
  • Long-term disability$20K
  • Vision$18K
  • Other$3K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • UNITEDHEALTHCARE INSURANCE COMPANY28%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • VISION SERVICE PLAN2%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • RIS EMPLOYEE BENEFITS INC71%
  • REUBEN WARNER ASSOCIATES, INC.20%
  • BENEFITMALL9%
Total $93K3 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

TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN

401k

Assets$14.9M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAYLOR & ASSOCIATES ARCHITECTS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.1M
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN401k$14.9M1522024
002TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLANESOP$13.9M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAYLOR & ASSOCIATES ARCHITECTS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.1M1092025
Retirement plans
Welfare plans
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