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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
Plan #501$229K
THE TARA GROUP WELFARE BENEFIT PLAN
Mixed157 covered·2 carriers
Primary: SUNLIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$229K21.7%
Dental$206K19.6%
Vision$206K19.6%
Life$206K19.6%
Long-term disability$206K19.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLLTDOth
$206K90.0%11157
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$23K10.0%1146

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCTAMPA, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUNLIFE ASSURANCE COMPANY OF CANADA$29K$9K$38K79.9%1
THE CASON GROUP INCCOLUMBIA, SCSUNLIFE ASSURANCE COMPANY OF CANADA$9K$0$9K20.1%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
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