Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Other$65K
- Life$64K
- +2 more
Sponsor portfolio
TAXBIT, INC.
EIN 83-3266436computer softwareLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.7M premiums
Participants
345
13907 SOUTH MINUTEMAN DRIVE, SUITE 350 - DRAPER, UT 84020219-201-8402taxbit.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 218 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAXBIT 401(K) PLAN
401k
Assets$5.6M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAXBIT, INC WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.7M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAXBIT 401(K) PLAN | 401k | $5.6M | 231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAXBIT, INC WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.7M | 218 | 2025 |
Retirement plans
Welfare plans