Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$342K
- Other$28K
- Life$8K
Sponsor portfolio
TATUM EXCAVATING COMPANY INC.
EIN 75-2077761constructionLatest filing 2025
Plans
2
Retirement
1
$300K assets
Welfare
1
$370K premiums
Participants
236
2416 S LAKE DRIVE - TEXARKANA, TX 75501903-794-0025tatumexcavating.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $370K premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- SUN LIFE ASSURANCE COMPANY OF CANADA92%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
85%top
- ASSUREDPARTNERS85%
- ARCHON LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TATUM EXCAVATING COMPANY, INC 401(K) PS PLAN
401k
Assets$300K
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TATUM EXCAVATING COMPANY INC EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$370K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TATUM EXCAVATING COMPANY, INC 401(K) PS PLAN | 401k | $300K | 62 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TATUM EXCAVATING COMPANY INC EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $370K | 166 | 2025 |
Retirement plans
Welfare plans