PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRACEGAINS INC
Sponsor portfolio

TRACEGAINS INC

EIN 26-3332339-computer software-Latest filing 2024
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$97K premiums
Participants
286
12303 AIRPORT WAY, SUITE 180 - BROOMFIELD, CO 80021720-946-9400tracegains.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$9.3M - 156 part#501Mixed-$97K - 158 lives

Benefits portfolio analytics

1 plan / $97K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$97K
  • Life$68K
  • Short-term disability$68K
  • Long-term disability$68K
Total $97K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY70%
  • ASSURITY LIFE INSURANCE COMPANY30%
Total $97K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GALLAGHER BENEFIT SERVICES, INC.83%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $20K2 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

TRACEGAINS INC 401(K) PS PLAN AND TRUST

401k

Assets$9.3M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRACEGAINS, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$97K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRACEGAINS INC 401(K) PS PLAN AND TRUST401k$9.3M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRACEGAINS, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$97K1582024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica