Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
TRINET HR IV, LLC
EIN 13-3867443Latest filing 2025
Plans
3
Retirement
2
$2.95B assets
Welfare
1
$86.8M premiums
Participants
67,231
ONE PARK PLACE, SUITE 600 - DUBLIN, CA 94568888-874-6388
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.95B assets / 42,133 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $86.8M premiums / 30,428 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$38.3M
- Dental$28.5M
- Other$10.0M
- Life$9.9M
- Short-term disability$7.4M
- Long-term disability$7.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
44%top
- METROPOLITAN LIFE INSURANCE COMPANY44%
- UNITEDHEALTHCARE INSURANCE COMPANY38%
- DELTA DENTAL OF CALIFORNIA9%
- KAISER FOUNDATION HEALTH PLAN INC6%
- VISION SERVICE PLAN3%
- +3 more
Broker market share
Schedule A broker compensation
67%top
- NFP INSURANCE SERVICES INC67%
- AON CONSULTING INC33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
TRINET SELECT 401(K) PLAN
401k
Assets$2.95B
Participants42,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EDISON 401(K) PLAN
401k
Assets$93K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRINET HR IV, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$86.8M
Covered lives30,428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | TRINET SELECT 401(K) PLAN | 401k | $2.95B | 42,129 | 2024 | |
| 001 | EDISON 401(K) PLAN | 401k | $93K | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRINET HR IV, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $86.8M | 30,428 | 2025 |
Retirement plans
Welfare plans