Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Long-term disability$117K
- Life$95K
- Other$95K
- Short-term disability$48K
- +1 more
Sponsor portfolio
TOURGEE & ASSOCIATES, INC.
EIN 52-1627382mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
1
$4.3M premiums
Participants
654
600 RED BROOK BLVD, SUITE 300 - OWINGS MILLS, MD 21117410-356-3108LinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
- JANUS ASSOCIATES, INC. DBA BHS0%
Broker market share
Schedule A broker compensation
86%top
- HILB GROUP OF NEW ENGLAND86%
- AP BENEFIT ADVISORS, LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAI RETIREMENT SAVINGS PLAN
401k
Assets$33.2M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOURGEE & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Mixed - CAREFIRST OF MARYLAND, INC.
Premiums$4.3M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAI RETIREMENT SAVINGS PLAN | 401k | $33.2M | 370 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOURGEE & ASSOCIATES, INC. WELFARE BENEFIT PLAN | Mixed | CAREFIRST OF MARYLAND, INC. | $4.3M | 280 | 2025 |
Retirement plans
Welfare plans