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Sponsor portfolio

TRENDLINE INTERACTIVE LLC DBA SHIFT PARADIGM

EIN 27-3334784-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.5M premiums
Participants
276
12400 STATE HIGHWAY 71 W, SUITE 350-331 - AUSTIN, TX 78738512-717-4097trendlineinteractive.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$9.8M - 176 part#501Fully Insured-$1.5M - 195 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Life$80K
  • Short-term disability$80K
  • Long-term disability$80K
  • Other$80K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • BROWN & BROWN INSURANCE SERVICES1%
Total $65K2 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

SHIFT PARADIGM 401(K) PLAN

401k

Assets$9.8M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRENDLINE INTERACTIVE LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.5M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHIFT PARADIGM 401(K) PLAN401k$9.8M1762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRENDLINE INTERACTIVE LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$1.5M1952025
Retirement plans
Welfare plans
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