Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$104K
- Vision$104K
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
- Other$104K
Filings through .
Conservative Tax, Inc. Dba Incit
EIN 47-1516602Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Health & Benefits
1
$104K premiums
Participants
385
38 WEST 13775 SOUTH, SUITE 310 - DRAPER, UT 84020801-981-9347
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $104K premiums / 239 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INCITE TAX 401(K) PLAN
401(k)
Assets$1.7M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CONSERVATIVE TAX HEALTH AND WELFARE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$104K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INCITE TAX 401(K) PLAN | 401(k) | $1.7M | 226 | 2025 |
- #001 · 401(k) · 2025226
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONSERVATIVE TAX HEALTH AND WELFARE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $104K | 239 | 2025 |
- #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025239
Retirement plans
Health & Benefits plans