Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Dental$617K
- Vision$617K
- Life$608K
- Short-term disability$359K
- Long-term disability$359K
- +1 more
Sponsor portfolio
TAO GROUP OPERATING, LLC
EIN 81-4574674Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$1.2M premiums
Participants
5,061
200 PARK AVENUE SOUTH, 7TH FLOOR - NEW YORK, NY 10003702-212-8804
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,818 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY29%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY20%
- FOUR EVER LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
70%top
- USI INSURANCE SERVICES LLC70%
- IBENEFIT COMMUNICATION LLC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAO GROUP OPERATING, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$26.1M
Participants3,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAO GROUP OPERATING, LLC. HEALTH AND WELFARE PLAN
Fully Insured - ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.
Premiums$1.2M
Covered lives1,818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAO GROUP OPERATING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $26.1M | 3,243 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAO GROUP OPERATING, LLC. HEALTH AND WELFARE PLAN | Fully Insured | ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | $1.2M | 1,818 | 2025 |
Retirement plans
Welfare plans