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Sponsor portfolio

TRI-NATIONAL, INC.

EIN 20-1222154-transportation/trucking/railroad-Latest filing 2025
Plans
6
Retirement
1
$11.2M assets
Welfare
5
$1.9M premiums
Participants
6,837
2040 LITTLE HILLS EXPRESSWAY - ST. CHARLES, MO 63301314-739-5134tri-nat.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
6 filings
#001401k-$11.2M - 2,714 part#504Fully Insured-$1.0M - 1,291 lives#505Mixed-$514K - 770 lives#502Fully Insured-$304K - 1,586 lives#503Fully Insured-$49K - 1,420 lives#501Self Funded-0 lives

Benefits portfolio analytics

5 plans / $1.9M premiums / 5,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Dental$304K
  • Vision$49K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SYMETRA LIFE INSURANCE COMPANY81%
  • DELTA DENTAL OF CALIFORNIA16%
  • ADVANTICA INSURANCE COMPANY3%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
31%top
  • TRUENORTH COMPANIES LC31%
  • BROWN & BROWN INSURANCE SERVICES25%
  • GCG FINANCIAL LLC22%
  • HEFFERNAN INSURANCE BROKERS13%
  • HAYS COMPANIES, INC.5%
  • +1 more
Total $351K6 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

TRI-NATIONAL 401(K) PLAN

401k

Assets$11.2M
Participants2,714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRI-NATIONAL, INC. HEALTH AND WELFARE LIFE AND DISABILITY PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives1,291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TRI-NATIONAL, INC. HEALTH AND WELFARE VOLUNTARY WORKSITE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$514K
Covered lives770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRI-NATIONAL HEALTH AND WELFARE DENTAL PLAN

Fully Insured - DELTA DENTAL OF MISSOURI

Premiums$304K
Covered lives1,586
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TRI-NATIONAL, INC. HEALTH AND WELFARE VISION PLAN

Fully Insured - ADVANTICA INSURANCE COMPANY

Premiums$49K
Covered lives1,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRI-NATIONAL, INC. HEALTH AND WELFARE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRI-NATIONAL 401(K) PLAN401k$11.2M2,7142024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRI-NATIONAL, INC. HEALTH AND WELFARE LIFE AND DISABILITY PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$1.0M1,2912025
505TRI-NATIONAL, INC. HEALTH AND WELFARE VOLUNTARY WORKSITE PLANMixedSYMETRA LIFE INSURANCE COMPANY$514K7702025
502TRI-NATIONAL HEALTH AND WELFARE DENTAL PLANFully InsuredDELTA DENTAL OF MISSOURI$304K1,5862025
503TRI-NATIONAL, INC. HEALTH AND WELFARE VISION PLANFully InsuredADVANTICA INSURANCE COMPANY$49K1,4202025
501TRI-NATIONAL, INC. HEALTH AND WELFARE MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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