PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOGANTAYLOR LLP
Sponsor portfolio

HOGANTAYLOR LLP

EIN 73-1413977-accounting-Latest filing 2025
Plans
3
Retirement
1
$72.9M assets
Welfare
2
$773K premiums
Participants
1,141
2222 S. UTICA PL STE 200 - TULSA, OK 741147002918-745-2333hogantaylor.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#001401k-$72.9M - 514 part#502Fully Insured-$773K - 357 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $773K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$773K
  • Vision$773K
  • Life$773K
  • Short-term disability$773K
  • Long-term disability$773K
  • Other$773K
Total $773K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $773K1 slice

Broker market share

Schedule A broker compensation

Split broker
87%top
  • HUB INTERNATIONAL MIDWEST LIMITED87%
  • BENEFIT RESOURCES, INC.13%
Total $98K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN

401k

Assets$72.9M
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOGANTAYLOR LLP DENTAL, VISION, STD, LTD, LIFE AND AD&D PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$773K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HOGANTAYLOR LLP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN401k$72.9M5142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOGANTAYLOR LLP DENTAL, VISION, STD, LTD, LIFE AND AD&D PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$773K3572025
501HOGANTAYLOR LLP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica