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Sponsor portfolio

TAL HOLDINGS, LLC

EIN 45-2504780-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$959K premiums
Participants
870
203 SE PARK PLAZA DRIVE, SUITE 250 - VANCOUVER, WA 986845885360-326-2078
Plans on this EIN
2 filings
#002401k-$13.3M - 509 part#502Fully Insured-$959K - 406 lives

Benefits portfolio analytics

1 plan / $959K premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$805K
  • Dental$805K
  • Vision$805K
  • Other$148K
  • Life$62K
  • Long-term disability$6K
Total $959K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • USABLE LIFE16%
Total $959K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • ALLIANT INSURANCE SERVICES, INC.1%
Total $135K2 slices

Plan deep-dives

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

TAL HOLDINGS, LLC 401(K) RETIREMENT PLAN

401k

Assets$13.3M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TAL HOLDINGS BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$959K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TAL HOLDINGS, LLC 401(K) RETIREMENT PLAN401k$13.3M5092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TAL HOLDINGS BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$959K4062025
Retirement plans
Welfare plans
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