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Sponsor portfolioWelfare / HealthEIN 81-4574674

TAO GROUP OPERATING, LLC

200 PARK AVENUE SOUTH · NEW YORK, NY 10003
7022128804
Plans filed
7
Years active
2023–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,818
No prior year
Total participants
1,818
No prior year
Plans filed
7
No prior year

Plans under this sponsor

7 plans
Plan #501$1.2M
TAO GROUP OPERATING, LLC. HEALTH AND WELFARE PLAN
Fully insured1,818 covered·4 carriers
Primary: ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.
Plan #507$202K
TAO GROUP OPERATING, LLC. ACCIDENT, CRITICAL ILLNESS, GROUP WHOLE LIFE INSURANCE PLAN
Mixed413 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #502$89K
TAO GROUP OPERATING, LLC. LIFE INSURANCE PLAN
Fully insured2,136 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$47K
TAO GROUP OPERATING, LLC. VOLUNTARY SHORT-TERM DISABILITY INSURANCE PLAN
Fully insured184 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$42K
TAO GROUP OPERATING, LLC. HOSPITAL INDEMNITY INSURANCE PLAN
Mixed336 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #503$0
TAO GROUP OPERATING, LLC. ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN
Fully insured2,136 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$0
TAO GROUP OPERATING, LLC. VOLUNTARY LONG-TERM DISABILITY INSURANCE PLAN
Fully insured152 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M32.3%
Dental$617K16.3%
Vision$617K16.3%
Life$608K16.0%
Short-term disability$359K9.5%
Long-term disability$359K9.5%
Health$5K0.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.
EIN 840747736
DVOth
$617K50.2%111,313
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$359K29.2%111,818
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
LOth
$249K20.3%11329
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
H
$5K0.4%111,818

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC., AMERICAN HERITAGE LIFE INSURANCE COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, FOUR EVER LIFE INS CO.$75K$22K$96K70.3%1
IBENEFIT COMMUNICATION LLCCHARLOTTE, NCAMERICAN HERITAGE LIFE INSURANCE COMPANY$41K$0$41K29.7%1

History & trajectory

3 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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