Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$102K
- Vision$102K
Sponsor portfolio
QUORUM GROUP LLC DBA TAKE FORM
EIN 76-0838129ManufacturingLatest filing 2025
Plans
3
Retirement
1
$10.0M assets
Welfare
2
$102K premiums
Participants
514
11601 MAPLE RIDGE ROAD - MEDINA, NY 14103585-318-1030
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $102K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- LAWLEY BENEFITS GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#960
QUORUM GROUP LLC
Fully Insured - GUARDIAN
Premiums$102K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501
TAKEFORM EMPLOYEE HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.0M | 238 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 960 | QUORUM GROUP LLC | Fully Insured | GUARDIAN | $102K | 142 | 2025 | |
| 501 | TAKEFORM EMPLOYEE HEALTH PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans