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Sponsor portfolio

TATUM PSYCHOLOGY EMPLOYMENT GROUP, INC.

EIN 87-3282859-Latest filing 2025
Plans
2
Retirement
1
$288K assets
Welfare
1
$118K premiums
Participants
209
1781 EAST FIR AVENUE, SUITE 102 - FRESNO, CA 93720559-326-7775
Plans on this EIN
2 filings
#001401k-$288K - 72 part#501Mixed-$118K - 137 lives

Benefits portfolio analytics

1 plan / $118K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$118K
  • Vision$118K
  • Life$118K
  • Other$118K
Total $118K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
  • HEALTHJOY0%
Total $118K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $40K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TATUM PSYCHOLOGY EMPLOYMENT GROUP, INC. 401(K) PLAN

401k

Assets$288K
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TATUM PSYCHOLOGY EMPLOYMENT WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$118K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TATUM PSYCHOLOGY EMPLOYMENT GROUP, INC. 401(K) PLAN401k$288K722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TATUM PSYCHOLOGY EMPLOYMENT WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$118K1372025
Retirement plans
Welfare plans
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