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
Sponsor portfolio
CONSERVATIVE TAX
EIN 47-1516602Latest filing 2025
Plans
2
Retirement
1
$860K assets
Welfare
1
$104K premiums
Participants
330
38 W 13775 S, SUITE 310 - DRAPER, UT 84020
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $104K premiums / 239 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
78%top
- DIGITAL INSURANCE LLC78%
- CENTRO BENEFITS RESEARCH LLC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INCITE TAX 401(K) PLAN
401k
Assets$860K
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONSERVATIVE TAX HEALTH AND WELFARE BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$104K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INCITE TAX 401(K) PLAN | 401k | $860K | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONSERVATIVE TAX HEALTH AND WELFARE BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $104K | 239 | 2025 |
Retirement plans
Welfare plans