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  2. PALM BEACH TAN INC.
Sponsor portfolio

PALM BEACH TAN INC.

EIN 75-2338010-retail-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$2.2M premiums
Participants
2,804
6321 CAMPUS CIRCLE DR E - IRVING, TX 75063972-966-5439palmbeachtan.comLinkedIn501-1000 employeesretail
Plans on this EIN
2 filings
#001401k-$12.8M - 2,286 part#501Fully Insured-$2.2M - 578 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 578 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Life$121K
  • Short-term disability$121K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $2.2M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $129K1 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

PALM BEACH TAN INC. 401K PLAN

401k

Assets$12.8M
Participants2,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALM BEACH TAN WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALM BEACH TAN INC. 401K PLAN401k$12.8M2,2862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALM BEACH TAN WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M5782025
Retirement plans
Welfare plans
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