Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$439K
- Life$282K
- Long-term disability$282K
- Dental$157K
- Vision$157K
Sponsor portfolio
BAKER & TAYLOR, LLC
EIN 47-3179974librariesLatest filing 2024
Plans
2
Retirement
1
$73.1M assets
Welfare
1
$596K premiums
Participants
2,516
2810 COLISEUM CENTRE DRIVE, STE 300 - CHARLOTTE, NC 28217704-998-3202baker-taylor.comLinkedIn1001-5000 employeeslibraries
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $596K premiums / 1,321 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA47%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
- AFLAC26%
Broker market share
Schedule A broker compensation
57%top
- MCGRIFF INSURANCE SERVICES INC57%
- USI INSURANCE SERVICES LLC24%
- MARSH & MCLENNAN AGENCY LLC13%
- NFP INSURANCE SERVICES INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BAKER & TAYLOR RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$73.1M
Participants1,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAKER & TAYLOR, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$596K
Covered lives1,321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAKER & TAYLOR RETIREMENT SAVINGS PLAN | ProfitSharing | $73.1M | 1,195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAKER & TAYLOR, LLC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $596K | 1,321 | 2024 |
Retirement plans
Welfare plans