PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. J.F. TAYLOR, INC.
Sponsor portfolio

J.F. TAYLOR, INC.

EIN 52-1397047-defense & space-Latest filing 2025
Plans
2
Retirement
1
$169.3M assets
Welfare
1
$595K premiums
Participants
1,391
45671 PLEASANT MILL DRIVE - GREAT MILLS, MD 20634301-862-3939jfti.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$169.3M - 801 part#504Mixed-$595K - 584 lives

Benefits portfolio analytics

1 plan / $595K premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$242K
  • Life$223K
  • Long-term disability$118K
  • Other$89K
Total $595K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY59%
  • SYMETRA LIFE INSURANCE COMPANY41%
Total $595K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $54K1 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

J.F. TAYLOR, INC. 401(K) PLAN

401k

Assets$169.3M
Participants801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

J.F. TAYLOR, INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - SYMETRA FINANCIAL

Premiums$595K
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.F. TAYLOR, INC. 401(K) PLAN401k$169.3M8012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504J.F. TAYLOR, INC. HEALTH & WELFARE BENEFIT PLANMixedSYMETRA FINANCIAL$595K5842025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica