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Sponsor portfolioTH

TACTICAL ENGINEERING & ANALYSIS, INC.

EIN 33-0830317-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$55.8M assets
Welfare
1
$3.0M premiums
Participants
736
6050 SANTO ROAD, SUITE 250 - SAN DIEGO, CA 92124858-573-9869LinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#002401k-$34.8M - 308 part#003ESOP-$21.0M - 269 part#505Fully Insured-$3.0M - 338 lives

Retirement portfolio analytics

2 plans aggregated / $55.8M assets / 577 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ANALYSIS, INC. 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#003)38%
Total $55.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANALYSIS, INC. 401(K) (#002)308
  • EMPLOYEE STOCK OWNERSHIP (#003)269
Total 577Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.7M
  • Life$149K
  • Short-term disability$149K
  • Long-term disability$149K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY4%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $180K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN

401k

Assets$34.8M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TACTICAL ENGINEERING & ANALYSIS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.0M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TACTICAL ENGINEERING & ANALYSIS, INC. HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$3.0M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN401k$34.8M3082024
003TACTICAL ENGINEERING & ANALYSIS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.0M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TACTICAL ENGINEERING & ANALYSIS, INC. HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$3.0M3382024
Retirement plans
Welfare plans
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