Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$34K
- Long-term disability$27K
- Short-term disability$10K
- Life$7K
- Other$7K
Sponsor portfolio
TREVDAN, INC
EIN 23-2201409constructionLatest filing 2024
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$78K premiums
Participants
224
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $78K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
79%top
- PENTRA LLC79%
- CREATIVE BENEFITS, INC.19%
- NATIONAL BENEFIT CENTER2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TREVDAN, INC 401(K) PLAN
401k
Assets$13.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
TREVDAN, INC. HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$78K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TREVDAN, INC 401(K) PLAN | 401k | $13.4M | 122 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | TREVDAN, INC. HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $78K | 102 | 2024 |
Retirement plans
Welfare plans