Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.9M
- Short-term disability$2.0M
- Life$1.8M
- Long-term disability$1.8M
- Stop-loss$1.6M
- Vision$726K
- +2 more
Sponsor portfolio
TA OPERATING LLC
EIN 34-1747077Latest filing 2025
Plans
2
Retirement
1
$183.5M assets
Welfare
1
$5.6M premiums
Participants
35,828
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.6M premiums / 17,453 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- SUN LIFE ASSURANCE COMPANY OF CANADA63%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY18%
- EYEMED VISION CARE13%
- KAISER FOUNDATION HEALTH PLAN INC4%
- AFLAC2%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- UMR, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TA OPERATING LLC 401(K) SAVINGS PLAN
401k
Assets$183.5M
Participants18,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TA OPERATING LLC EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$5.6M
Covered lives17,453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TA OPERATING LLC 401(K) SAVINGS PLAN | 401k | $183.5M | 18,350 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TA OPERATING LLC EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $5.6M | 17,453 | 2025 |
Retirement plans
Welfare plans