Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$52K
- Other$52K
- Long-term disability$49K
Sponsor portfolio
TREFZ CORPORATION
EIN 06-0862427restaurantsLatest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$52K premiums
Participants
1,630
10 MIDDLE ST, 17TH FLOOR - BRIDGEPORT, CT 06604203-367-3621trefzcorp.comLinkedIn201-500 employeesrestaurants
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $52K premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- SUN LIFE ASSURANCE COMPANY OF CANADA93%
- RELIANCE STANDARD LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TREFZ CORPORATION & ITS AFFILIATES PROFIT SHARING 401(K) PLAN
401k
Assets$22.7M
Participants1,465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TREFZ CORPORATION AND ITS AFFILIATES EMPLOYEES BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$52K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TREFZ CORPORATION & ITS AFFILIATES PROFIT SHARING 401(K) PLAN | 401k | $22.7M | 1,465 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TREFZ CORPORATION AND ITS AFFILIATES EMPLOYEES BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $52K | 165 | 2025 |
Retirement plans
Welfare plans