Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$197K
- Short-term disability$197K
- Other$197K
- Dental$86K
- Vision$86K
- Health$42K
Sponsor portfolio
TLC INVESTMENTS, LLC
EIN 26-3017292financial servicesLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$325K premiums
Participants
578
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $325K premiums / 289 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY61%
- BLUE CROSS OF CALIFORNIA26%
- THE STANDARD13%
Broker market share
Schedule A broker compensation
64%top
- ASSUREDPARTNERS64%
- THE CASON GROUP INC21%
- MICHAEL B. JAMES15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TLC INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.3M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TLC INVESTMENTS, LLC DBA STONES RIVER ELECTRIC WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$325K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TLC INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.3M | 284 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TLC INVESTMENTS, LLC DBA STONES RIVER ELECTRIC WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $325K | 289 | 2025 |
Retirement plans
Welfare plans