Plan Ledger DOL Form 5500 · updated monthly

Taxbit, Inc.benefits

Taxbit, Inc Welfare Benefits Plan · DRAPER, UT · plan year 2025

Previously filed as Taxbit, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$11,191

Taxbit, Inc.'s benefits plans covered 114 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $11,191 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $98 per covered person, below the median for employer plans that report broker pay. Broker pay fell 55% from $24,853 in 2024.

Insurance contracts · 20253
AETNA LIFE INSURANCE CO. · health drug dental visionpremiums n/a · 218 covered
HEALTH AND HUMAN RESOURCE CENTERpremiums n/a · 12 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 114 covered
Brokers & agents paid · 20251
IMA, INC.$11,191 · incl $1,528 fees
Also brokered by Ima5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 833266436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.