Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$229K
- Dental$206K
- Vision$206K
- Life$206K
- Long-term disability$206K
Sponsor portfolio
THE TARA GROUP
EIN 61-1699645researchLatest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$229K premiums
Participants
521
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $229K premiums / 157 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- SUN LIFE ASSURANCE COMPANY OF CANADA90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
80%top
- USI INSURANCE SERVICES LLC80%
- THE CASON GROUP INC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TARA GROUP, LLC 401(K) RETIREMENT PLAN
401k
Assets$15.8M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE TARA GROUP WELFARE BENEFIT PLAN
Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA
Premiums$229K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TARA GROUP, LLC 401(K) RETIREMENT PLAN | 401k | $15.8M | 364 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE TARA GROUP WELFARE BENEFIT PLAN | Mixed | SUNLIFE ASSURANCE COMPANY OF CANADA | $229K | 157 | 2025 |
Retirement plans
Welfare plans