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Sponsor portfolioTH

TAIT & ASSOCIATES, INC.

EIN 95-2395818-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$2.1M premiums
Participants
449
701 N PARK CENTER DR. - SANTA ANA, CA 92705714-560-8200tait.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$26.4M - 251 part#501Fully Insured-$2.1M - 195 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$132K
  • Dental$113K
  • Vision$113K
  • Life$19K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • ANTHEM LIFE INSURANCE COMPANY8%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $125K1 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

TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN

401k

Assets$26.4M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAIT & ASSOCIATES, INC. GROUP BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.1M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN401k$26.4M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAIT & ASSOCIATES, INC. GROUP BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.1M1952025
Retirement plans
Welfare plans
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