Sponsor portfolio
CHARLES W. TAPERT INSURANCE AGENCY, INC.
EIN 45-5295862Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$9.4M assets
Welfare
2
Participants
58
14 N. BALDWIN AVENUE - SIERRA MADRE, CA 91024626-844-3300
Plans on this EIN
3 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.4M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.4M | 24 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CHARLES W. TAPERT INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 501 | CHARLES W. TAPERT INSURANCE AGENCY INC. - FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans