Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$321K
- Short-term disability$321K
- Long-term disability$321K
- Other$321K
- Dental$269K
- Vision$47K
Sponsor portfolio
TALLY PERSONNEL, LLC
EIN 81-0865574Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$636K premiums
Participants
772
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $636K premiums / 918 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
TALLY PERSONNEL 401(K) PROFIT SHARING PLAN
401k
Assets$12.0M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TALLY PERSONNEL EMPLOYEE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$636K
Covered lives918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | 401k | $12.0M | 441 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TALLY PERSONNEL EMPLOYEE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $636K | 918 | 2025 |
Retirement plans
Welfare plans