Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TELEION LLC
EIN 26-1608597information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$28.0M assets
Welfare
1
$181K premiums
Participants
387
1000 DEXTER AVENUE NORTH, SUITE 520 - SEATTLE, WA 98109206-282-0884teleion.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.0M assets / 280 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- (Not disclosed)63%
- NATIONWIDE37%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $181K premiums / 235 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$98K
- Life$68K
- Short-term disability$68K
- Long-term disability$68K
- Other$68K
- Vision$15K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- AMERITAS LIFE INSURANCE CORP.54%
- PRINCIPAL LIFE INSURANCE COMPANY38%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TELEION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$17.6M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TELEION 401(K) PLAN
401k
Assets$10.4M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TELEION LLC WRAP BENEFIT PLAN
Mixed - AMERITAS LIFE INSURANCE CORP.
Premiums$181K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TELEION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $17.6M | 114 | 2025 | |
| 001 | TELEION 401(K) PLAN | 401k | $10.4M | 166 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TELEION LLC WRAP BENEFIT PLAN | Mixed | AMERITAS LIFE INSURANCE CORP. | $181K | 235 | 2025 |
Retirement plans
Welfare plans