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Sponsor portfolioTH

BTS USA, INC.

EIN 06-1356708-Latest filing 2025
Plans
2
Retirement
1
$74.4M assets
Welfare
1
$5.9M premiums
Participants
900
350 5TH AVENUE, SUITE 5020 - NEW YORK, NY 10118203-316-2740
Plans on this EIN
2 filings
#001401k-$74.4M - 501 part#501Mixed-$5.9M - 675 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 675 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Dental$5.5M
  • Prescription drug$5.5M
  • Other$302K
  • Life$268K
  • Long-term disability$244K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • THOMAS OWENS0%
Total $253K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BTS USA, INC. 401(K) RETIREMENT PLAN

401k

Assets$74.4M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BTS USA, INC. MEDICAL PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$5.9M
Covered lives675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BTS USA, INC. 401(K) RETIREMENT PLAN401k$74.4M5012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BTS USA, INC. MEDICAL PLANMixedAETNA LIFE INSURANCE COMPANY$5.9M6752025
Retirement plans
Welfare plans
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