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Sponsor portfolio

TRAXYS NORTH AMERICA LLC

EIN 20-5425335-investment banking-Latest filing 2025
Plans
3
Retirement
1
$48.3M assets
Welfare
2
$4.0M premiums
Participants
436
299 PARK AVENUE, 38TH FLOOR - NEW YORK, NY 10171212-918-8031LinkedIn51-200 employeesinvestment banking
Plans on this EIN
3 filings
#002401k-$48.3M - 163 part#501Fully Insured-$3.9M - 215 lives#503Fully Insured-$126K - 143 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 358 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Dental$3.9M
  • Prescription drug$3.9M
  • Life$126K
  • Short-term disability$126K
  • Long-term disability$126K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $4.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • ROGERS BENEFIT GROUP INC4%
Total $162K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRAXYS NORTH AMERICA LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$48.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRAXYS MEDICAL BENEFITS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.9M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TRAXYS

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$126K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRAXYS NORTH AMERICA LLC 401(K) AND PROFIT SHARING PLAN401k$48.3M1632024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRAXYS MEDICAL BENEFITSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.9M2152025
503TRAXYSFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$126K1432025
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