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Sponsor portfolio

TACALA LLC

EIN 63-1205373-restaurants-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$8.5M premiums
Participants
4,343
3750 CORPORATE WOODS DRIVE - VESTAVIA HILLS, AL 35242205-443-9642tacala.comLinkedIn5001-10000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$19.2M - 3,611 part#501Fully Insured-$8.5M - 1,021 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,021 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.7M
  • Health$7.0M
  • Prescription drug$7.0M
  • Life$774K
  • Short-term disability$774K
  • Long-term disability$512K
  • +2 more
Total $8.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • NATIONWIDE LIFE INSURANCE COMPANY3%
  • AMERITAS LIFE INSURANCE CORP.2%
  • AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY1%
Total $8.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $240K1 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

TACALA, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$19.2M
Participants3,611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TACALA LLC HEALTH AND WELFARE BENEFIT PROGRAM

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$8.5M
Covered lives1,021
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TACALA, LLC 401(K) RETIREMENT SAVINGS PLAN401k$19.2M3,6112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TACALA LLC HEALTH AND WELFARE BENEFIT PROGRAMFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$8.5M1,0212025
Retirement plans
Welfare plans
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