Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$356K
- Life$356K
- Short-term disability$356K
- Long-term disability$356K
- Other$356K
Sponsor portfolio
TAXHAWK, INC.
EIN 86-1018210accountingLatest filing 2024
Plans
3
Retirement
1
$36.5M assets
Welfare
2
$2.1M premiums
Participants
410
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.1M premiums / 444 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- SELECTHEALTH83%
- SUN LIFE ASSURANCE COMPANY OF CANADA17%
Broker market share
Schedule A broker compensation
100%top
- MILLER & WADE INSURANCE AGENCY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
RETIREMENT INCOME SECURITY PLAN-TAXHAWK, INC.
401k
Assets$36.5M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAXHAWK, INC.
Fully Insured - SELECTHEALTH
Premiums$2.1M
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
TAXHAWK, INC. HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RETIREMENT INCOME SECURITY PLAN-TAXHAWK, INC. | 401k | $36.5M | 159 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAXHAWK, INC. | Fully Insured | SELECTHEALTH | $2.1M | 444 | 2024 | |
| 504 | TAXHAWK, INC. HRA PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans