Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$1.6M
- Other$199K
- Dental$198K
- Life$198K
- Short-term disability$198K
- +2 more
Sponsor portfolioTH
TRUMERIT
EIN 23-2026352Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$2.2M premiums
Participants
492
3600 MARKET STREET STE 400 - PHILADELPHIA, PA 19104215-222-8454
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 325 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- UNITED HEALTHCARE INSURANCE COMPANY1%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
81%top
- KISTLER TIFFANY BENEFITS81%
- ASSUREDPARTNERS10%
- FIRST BUCKS LLC9%
- DIGITAL INSURANCE LLC1%
- THE BALDWIN GROUP WEST LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUMERIT 403(B) PLAN
OtherDC
Assets$8.8M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRUMERIT WELFARE AND FLEXIBLE BENEFITS PLAN
Fully Insured - INDEPENDENCE BLUE CROSS - PERSONAL CHOICE
Premiums$2.2M
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUMERIT 403(B) PLAN | OtherDC | $8.8M | 217 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUMERIT WELFARE AND FLEXIBLE BENEFITS PLAN | Fully Insured | INDEPENDENCE BLUE CROSS - PERSONAL CHOICE | $2.2M | 325 | 2025 |
Retirement plans
Welfare plans