Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$431K
- Dental$61K
- Short-term disability$37K
- Long-term disability$17K
- Vision$12K
- Life$8K
- +1 more
Sponsor portfolio
CALVIN B. TAYLOR BANKING COMPANY
EIN 52-0505410Latest filing 2025
Plans
3
Retirement
1
$12.2M assets
Welfare
2
$566K premiums
Participants
355
24 NORTH MAIN STREET - BERLIN, MD 21811410-641-1700
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $566K premiums / 209 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- UNIMERICA INSURANCE COMPANY57%
- HCC LIFE INSURANCE COMPANY19%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- UNITED CONCORDIA INSURANCE COMPANY11%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
59%top
- KELLY & ASSOCIATES INSURANCE GROUP59%
- KEEN INSURANCE ASSOCIATES34%
- CHRISTOPHER KEEN4%
- CENTERSTONE INSURANCE AND FINANCIAL3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE TAYLOR BANK 401(K) PLAN
401k
Assets$12.2M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CALVIN B. TAYLOR BANKING COMPANY EMPLOYEE BENEFIT PLAN
Self Funded - UNIMERICA INSURANCE COMPANY
Premiums$431K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CALVIN B. TAYLOR BANKING COMPANY WELFARE BENEFIT PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$135K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE TAYLOR BANK 401(K) PLAN | 401k | $12.2M | 145 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CALVIN B. TAYLOR BANKING COMPANY EMPLOYEE BENEFIT PLAN | Self Funded | UNIMERICA INSURANCE COMPANY | $431K | 94 | 2025 | |
| 505 | CALVIN B. TAYLOR BANKING COMPANY WELFARE BENEFIT PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $135K | 115 | 2025 |
Retirement plans
Welfare plans