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TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P.

EIN 72-0402904-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
2
$68.9M assets
Welfare
2
$144K premiums
Participants
536
PO BOX 2471 - BATON ROUGE, LA 708212471225-387-3221LinkedIn1-10 employees
Plans on this EIN
4 filings
#001ProfitSharing-$56.0M - 127 part#002401k-$13.0M - 173 part#501Fully Insured-$90K - 118 lives#502Fully Insured-$54K - 118 lives

Retirement portfolio analytics

2 plans aggregated / $68.9M assets / 300 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#001)81%
  • PROFIT SHARING 401(K) (#002)19%
Total $68.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#002)173
  • PROFIT SHARING PLAN (#001)127
Total 300Click row to drill in

Benefits portfolio analytics

2 plans / $144K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$90K
  • Life$54K
Total $144K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $144K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $20K1 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

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLAN

ProfitSharing

Assets$56.0M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN

401k

Assets$13.0M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. GROUP DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$90K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. GROUP LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$54K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLANProfitSharing$56.0M1272024
002TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING 401(K) PLAN401k$13.0M1732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. GROUP DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$90K1182024
502TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. GROUP LIFE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$54K1182024
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