Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Dental$469K
- Vision$89K
Sponsor portfolio
THRIFTY RETAIL SERVICES, LLC
EIN 27-3469063computer softwareLatest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$1.7M premiums
Participants
2,870
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 1,502 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY66%
- DELTA DENTAL OF CALIFORNIA26%
- EYEMED VISION CARE5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- EDGE INSURANCE GROUP, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERV-U-SUCCESS 401(K) PLAN
401k
Assets$26.9M
Participants1,532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERV-U-SUCCESS HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERV-U-SUCCESS 401(K) PLAN | 401k | $26.9M | 1,532 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERV-U-SUCCESS HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.7M | 1,502 | 2025 |
Retirement plans
Welfare plans