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Sponsor portfolio

TRUWEST COMPANY LLC

EIN 30-0719069-Latest filing 2025
Plans
3
Retirement
2
$23.5M assets
Welfare
1
$2.2M premiums
Participants
748
31390 VIKING PARKWAY - WESTLAKE, OH 44145440-348-9661
Plans on this EIN
3 filings
#001401k-$21.5M - 315 part#002ProfitSharing-$2.0M - 128 part#501Mixed-$2.2M - 302 lives

Retirement portfolio analytics

2 plans aggregated / $23.5M assets / 443 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • LLC RETIREMENT Savings (#001)92%
  • PROFIT SHARING PLAN (#002)8%
Total $23.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT Savings (#001)315
  • PROFIT SHARING PLAN (#002)128
Total 443Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Other$154K
  • Long-term disability$87K
  • Life$67K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICAL MUTUAL93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • MEDMUTUAL LIFE INSURANCE COMPANY3%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • USI INSURANCE SERVICES LLC0%
Total $108K2 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

TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN

401k

Assets$21.5M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRUWEST COMPANY LLC PROFIT SHARING PLAN

ProfitSharing

Assets$2.0M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUWEST COMPANY LLC

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$2.2M
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN401k$21.5M3152024
002TRUWEST COMPANY LLC PROFIT SHARING PLANProfitSharing$2.0M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUWEST COMPANY LLCMixedMEDICAL MUTUAL OF OHIO$2.2M3022025
Retirement plans
Welfare plans
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