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Sponsor portfolioTH

TRUMBULL INDUSTRIES, INC.

EIN 34-0653551-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$517K premiums
Participants
543
400 DIETZ RD NE - WARREN, OH 44483330-393-6624trumbull.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$19.0M - 307 part#504Mixed-$517K - 236 lives

Benefits portfolio analytics

1 plan / $517K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$345K
  • Life$82K
  • Other$76K
  • Dental$58K
  • Long-term disability$24K
  • Vision$9K
Total $517K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HCC LIFE INSURANCE COMPANY67%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • AETNA LIFE INSURANCE COMPANY2%
Total $517K5 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • THE JAMES B OSWALD COMPANY33%
  • SBR SERVICES LLC31%
  • CENTRO BENEFITS RESEARCH LLC21%
  • GARY N BAURER9%
  • FNA INSURANCE SERVICES INC4%
  • +3 more
Total $34K8 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

TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$19.0M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRUMBULL INDUSTRIES INC. FLEXIBLE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$517K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN401k$19.0M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRUMBULL INDUSTRIES INC. FLEXIBLE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$517K2362024
Retirement plans
Welfare plans
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