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Sponsor portfolioWelfare / HealthEIN 61-1699645
THE TARA GROUP
5401 SOUTH KIRKMAN ROAD, SUITE 362 · ORLANDO, FL 32819
5017301128
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$229K
No prior year
Persons covered
157
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $229K | 21.7% | |
| Dental | $206K | 19.6% | |
| Vision | $206K | 19.6% | |
| Life | $206K | 19.6% | |
| Long-term disability | $206K | 19.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLLTDOth | $206K | 90.0% | 1 | 1 | 157 |
EIN 135123390 | Oth | $23K | 10.0% | 1 | 1 | 46 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | TAMPA, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUNLIFE ASSURANCE COMPANY OF CANADA | $29K | $9K | $38K | 79.9% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | SUNLIFE ASSURANCE COMPANY OF CANADA | $9K | $0 | $9K | 20.1% | 1 |
History & trajectory
4 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