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Sponsor portfolio

TRUE AIR MECHANICAL

EIN 27-3944870-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$35.9M assets
Welfare
1
$1.4M premiums
Participants
864
1801 CALIFORNIA AVENUE - CORONA, CA 92881949-382-6337trueairinc.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#002ESOP-$32.2M - 291 part#001401k-$3.7M - 389 part#501Fully Insured-$1.4M - 1,847 lives

Retirement portfolio analytics

2 plans aggregated / $35.9M assets / 680 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • TRUE AIR 401(K) (#001)10%
Total $35.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUE AIR 401(K) (#001)389
  • EMPLOYEE STOCK OWNERSHIP (#002)291
Total 680Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,847 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Other$17K
  • Life$11K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ACRISURE LLC98%
  • GROUP BENEFITS LTD2%
Total $83K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRUE AIR MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.2M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRUE AIR 401(K) PLAN

401k

Assets$3.7M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUE AIR MECHANICAL WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.4M
Covered lives1,847
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRUE AIR MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$32.2M2912024
001TRUE AIR 401(K) PLAN401k$3.7M3892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUE AIR MECHANICAL WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.4M1,8472025
Retirement plans
Welfare plans
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