# TALLY PERSONNEL EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **TALLY PERSONNEL, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | TALLY PERSONNEL, LLC |
| EIN | 810865574 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | HOUSTON, TX |
| Industry | Mining, Quarrying, and Oil and Gas Extraction |
| Funding | mixed |
| Total premiums | $636K |
| Participants | 331 |
| Persons covered | 918 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Indemnity, Other |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental, Indemnity |
| METLIFE LEGAL PLANS | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| USI INSURANCE SERVICES LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| USI INSURANCE SERVICES LLC | METROPOLITAN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/810865574-501
- Cite as: PlanOptica, https://planoptica.com/welfare/810865574-501
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