Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$299K
- Dental$298K
- Long-term disability$199K
- Other$80K
- Vision$32K
Sponsor portfolio
MCAFEE & TAFT A PROFESSIONAL CORPORATION
EIN 73-0781676Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$183.3M assets
Welfare
1
$837K premiums
Participants
746
8TH FLOOR, TWO LEADERSHIP SQUARE, 211 N. ROBINSON - OKLAHOMA CITY, OK 73102405-235-9621
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $837K premiums / 320 covered livesCarrier market share
Premium dollars by Schedule A carrier
36%top
- DELTA DENTAL OF CALIFORNIA36%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY27%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN4%
- +1 more
Broker market share
Schedule A broker compensation
90%top
- SUMMIT FINANCIAL GROUP INC.90%
- BRENDAN C NAUGHTON4%
- THOMAS MCCASKILL2%
- BRAD SOMMA2%
- STEPHEN K. COLLINS1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MCAFEE & TAFT RETIREMENT PLAN
401k
Assets$183.3M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MCAFEE & TAFT WELFARE BENEFITS PLAN
Mixed - DELTA DENTAL
Premiums$837K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCAFEE & TAFT RETIREMENT PLAN | 401k | $183.3M | 451 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCAFEE & TAFT WELFARE BENEFITS PLAN | Mixed | DELTA DENTAL | $837K | 320 | 2024 |
Retirement plans
Welfare plans