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  2. THE THIRD AND OAK CORPORATION, DBA TREYTON OAK TOWERS
Sponsor portfolio

THE THIRD AND OAK CORPORATION, DBA TREYTON OAK TOWERS

EIN 31-0986103-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$818K premiums
Participants
258
211 WEST OAK STREET - LOUISVILLE, KY 40203502-589-3211LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$3.0M - 147 part#501Fully Insured-$818K - 111 lives

Benefits portfolio analytics

1 plan / $818K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$717K
  • Dental$717K
  • Vision$717K
  • Other$55K
  • Short-term disability$41K
  • Life$7K
  • +1 more
Total $818K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $818K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • FOUNDATION RISK PARTNERS CORP91%
  • JEFFREY D HARNED4%
  • SUZANNE BRATTON TUCKER2%
  • MELODIE D LUNSFORD1%
  • BILODEAU INC1%
  • +3 more
Total $47K8 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

TREYTON OAK TOWERS, INC. 401(K) RETIREMENT PLAN

401k

Assets$3.0M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THIRD & OAK CORP. D/B/A TREYTON OAK TOWERS HEALTH & WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$818K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREYTON OAK TOWERS, INC. 401(K) RETIREMENT PLAN401k$3.0M1472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THIRD & OAK CORP. D/B/A TREYTON OAK TOWERS HEALTH & WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$818K1112025
Retirement plans
Welfare plans
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