Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Dental$1.6M
- Vision$1.6M
- Other$146K
- Life$117K
- +2 more
Filings through .
Talley Inc.
EIN 95-3872464accountingLatest filing 2025
Plans
2
Retirement
1
$42.2M assets
Health & Benefits
1
$4.6M premiums
Participants
372
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.6M premiums / 502 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN
401(k)
Assets$42.2M
Participants372
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TALLEY, LLC WELFARE BENEFITS PLAN
Fully insured - AETNA HEALTH OF CALIFORNIA INC.
Premiums$4.6M
Covered lives502
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TALLEY INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401(k) | $42.2M | 372 | 2025 |
- #001 · 401(k) · 2025372
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TALLEY, LLC WELFARE BENEFITS PLAN | Fully insured | AETNA HEALTH OF CALIFORNIA INC. | $4.6M | 502 | 2025 |
- #501 · Fully insured · AETNA HEALTH OF CALIFORNIA INC. · 2025502
Retirement plans
Health & Benefits plans