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Sponsor portfolioWelfare / HealthEIN 75-2795393

J. TAYLOR & ASSOCIATES, LLC

4800 OVERTON PLAZA · FORT WORTH, TX 76109
8179245900
Plans filed
1
Years active
2025–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$167K
No prior year
Persons covered
194
No prior year
Total participants
133
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$167K
J. TAYLOR & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN
Fully insured194 covered·4 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$167K17.7%
Dental$156K16.5%
Vision$156K16.5%
Life$156K16.5%
Short-term disability$156K16.5%
Long-term disability$156K16.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$156K93.3%11194
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 730661453
Oth
$9K5.7%1133
METROPOLITAN FAMILY SERVICES
EIN 362167940
Oth
$2K1.0%11150
BLUE CROSS OF CALIFORNIA
EIN 122345678
$00.0%11133

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDFORT WORTH, TXPRINCIPAL LIFE INSURANCE COMPANY$21K$5K$26K62.4%1
GIS BENEFITS INCMORRIS, ILPRINCIPAL LIFE INSURANCE COMPANY, RESERVE NATIONAL INSURANCE COMPANY$30$14K$14K32.5%1
GBC BENEFITS LTDFORT WORTH, TXRESERVE NATIONAL INSURANCE COMPANY$2K$0$2K5.1%1

Policy details

Latest year, by plan
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