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Sponsor portfolio

TOA (USA), LLC

EIN 35-2113095-automotive-Latest filing 2025
Plans
2
Retirement
1
$34.0M assets
Welfare
1
$549K premiums
Participants
1,695
2000 PLEIADES DR - MOORESVILLE, IN 461587144317-834-0522toa-usa.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$34.0M - 989 part#503Mixed-$549K - 706 lives

Benefits portfolio analytics

1 plan / $549K premiums / 706 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$549K
  • Vision$549K
  • Life$549K
  • Short-term disability$549K
  • Long-term disability$549K
  • Other$549K
Total $549K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $549K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • INTEGRO INSURANCE BROKERS75%
  • WATCHTOWER BENEFITS, LLC13%
  • SERERIX INSURANCE SERVICES12%
Total $65K3 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

TOA (USA) 401(K) PLAN

401k

Assets$34.0M
Participants989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TOA USA LLC EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$549K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOA (USA) 401(K) PLAN401k$34.0M9892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TOA USA LLC EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$549K7062025
Retirement plans
Welfare plans
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