Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Dental$1.3M
- Vision$1.3M
- Other$160K
- Life$126K
- +2 more
Sponsor portfolio
TALLEY INC.
EIN 95-3872464accountingLatest filing 2024
Plans
2
Retirement
1
$43.0M assets
Welfare
1
$4.3M premiums
Participants
651
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 464 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- HARTFORD LIFE AND ACCIDENT3%
- AFLAC1%
Broker market share
Schedule A broker compensation
99%top
- ACRISURE LLC99%
- VARIOUS - SEE ATTACHED1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN
401k
Assets$43.0M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TALLEY, LLC WELFARE BENEFITS PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA INC.
Premiums$4.3M
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401k | $43.0M | 335 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TALLEY, LLC WELFARE BENEFITS PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA INC. | $4.3M | 464 | 2024 |
Retirement plans
Welfare plans