PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. GLOBAL TAX MANAGEMENT, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-2817942

GLOBAL TAX MANAGEMENT, INC.

656 EAST SWEDESFORD ROAD · WAYNE, PA 19087
4843954000
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$449K
No prior year
Persons covered
214
No prior year
Total participants
214
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$449K
GLOBAL TAX MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN
Mixed214 covered·5 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$309K24.4%
Life$273K21.5%
Short-term disability$273K21.5%
Long-term disability$273K21.5%
Dental$120K9.4%
Vision$20K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$294K65.4%12214
STANDARD INSURANCE COMPANY
EIN 930242990
D
$120K26.7%11175
VISION SERVICE PLAN
EIN 061227840
V
$20K4.5%11169
REVIVEHEALTH
EIN 861279290
Oth
$16K3.5%11213

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCBOSTON, MASTANDARD INSURANCE COMPANY, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY$23K$6K$29K98.8%1
JOHNSON KENDALL AND JOHNSONNEWTON, PAUNUM INSURANCE COMPANY$333$17$3501.2%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica