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  2. Tara Group, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Tara Group, LLC

EIN 61-1699645-research-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Health & Benefits
1
$229K premiums
Participants
467
433 PLAZA REAL,, SUITE 275 - #610 - BOCA RATON, FL 33432501-730-1128LinkedIn1-10 employeesresearch
Plans on this EIN
2 filings
#001401(k)-$17.9M - 310 part#501Mixed-$229K - 157 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $229K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$229K
  • Dental$206K
  • Vision$206K
  • Life$206K
  • Long-term disability$206K
Total $229K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TARA GROUP, LLC 401(K) RETIREMENT PLAN

401(k)

Assets$17.9M
Participants310
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE TARA GROUP WELFARE BENEFIT PLAN

Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$229K
Covered lives157
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TARA GROUP, LLC 401(K) RETIREMENT PLAN401(k)$17.9M3102025
  • TARA GROUP, LLC 401(K) RETIREMENT PLAN$17.9M
    #001 · 401(k) · 2025310

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE TARA GROUP WELFARE BENEFIT PLANMixedSUNLIFE ASSURANCE COMPANY OF CANADA$229K1572025
  • THE TARA GROUP WELFARE BENEFIT PLAN$229K
    #501 · Mixed · SUNLIFE ASSURANCE COMPANY OF CANADA · 2025157
Retirement plans
Health & Benefits plans

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