Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$167K
- Dental$156K
- Vision$156K
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
Filings through .
J. Taylor & Associates, LLC
EIN 75-2795393Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$20.0M assets
Health & Benefits
1
$167K premiums
Participants
297
4800 OVERTON PLZ STE 360 - FORT WORTH, TX 76109817-546-7030
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $167K premiums / 194 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN
401(k)
Assets$20.0M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
J. TAYLOR & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$167K
Covered lives194
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | 401(k) | $20.0M | 164 | 2025 |
- #001 · 401(k) · 2025164
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | J. TAYLOR & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $167K | 194 | 2025 |
- #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025194
Retirement plans
Health & Benefits plans