Form 5500 · Employee benefit plan · SANTA ANA, CA
TAIT & ASSOCIATES, INC.
Public Form 5500 records show how TAIT & ASSOCIATES, INC. (SANTA ANA, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2395818 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 154 | December | $108,652 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental, Vision | 160 | December | $6,473 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 195 | December | $2,854 |
| ANTHEM LIFE INSURANCE COMPANY | — | 122 | December | $2,590 |
| ANTHEM LIFE INSURANCE COMPANY | Disability | 122 | December | $2,558 |
Questions
Who is TAIT & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TAIT & ASSOCIATES, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does TAIT & ASSOCIATES, INC. use?
TAIT & ASSOCIATES, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.
When does TAIT & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for TAIT & ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TAIT & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.