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Sponsor portfolio

TURNBERRY SOLUTIONS, INC.

EIN 23-3064919-management consulting-Latest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$273K premiums
Participants
2,455
20 VALLEY STREAM PARKWAY, SUITE 305 - MALVERN, PA 19355651-321-4080threebridge.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$76.7M - 1,473 part#501Mixed-$273K - 998 lives

Benefits portfolio analytics

1 plan / $273K premiums / 998 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$225K
  • Life$144K
  • Long-term disability$144K
  • Vision$48K
Total $273K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • EYEMED VISION CARE17%
Total $273K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN & BROWN INSURANCE SERVICES90%
  • WATCHTOWER TECHNOLOGIES INC10%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
  • THREEFLOW0%
Total $35K4 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

TURNBERRY SOLUTIONS 401(K) PROFIT SHARING PLAN

401k

Assets$76.7M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TURNBERRY SOLUTIONS EMPLOYEE BENEFITS HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$273K
Covered lives998
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TURNBERRY SOLUTIONS 401(K) PROFIT SHARING PLAN401k$76.7M1,4732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TURNBERRY SOLUTIONS EMPLOYEE BENEFITS HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$273K9982025
Retirement plans
Welfare plans
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