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Sponsor portfolio

TAE TECHNOLOGIES, INC

EIN 46-0506342-renewables & environment-Latest filing 2025
Plans
2
Retirement
1
$68.0M assets
Welfare
1
$6.1M premiums
Participants
721
19631 PAULING - FOOTHILL RANCH, CA 92610949-830-2117tae.comLinkedIn201-500 employeesrenewables & environment
Plans on this EIN
2 filings
#001401k-$68.0M - 395 part#501Fully Insured-$6.1M - 635 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 635 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.1M
  • Health$5.8M
  • Dental$5.8M
  • Vision$5.8M
  • Prescription drug$5.8M
  • Life$220K
  • +2 more
Total $6.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT4%
Total $6.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $369K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TAE TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$68.0M
Participants395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAE TECHNOLOGIES, INC. WELLNESS BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$6.1M
Covered lives635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAE TECHNOLOGIES, INC. 401(K) PLAN401k$68.0M3952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAE TECHNOLOGIES, INC. WELLNESS BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$6.1M6352025
Retirement plans
Welfare plans
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