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Sponsor portfolioTH

TRUE VALUE COMPANY

EIN 36-2099896-wholesale-Latest filing 2025
Plans
4
Retirement
2
$223.1M assets
Welfare
2
$184K premiums
Participants
2,878
8600 W. BRYN MAWR - CHICAGO, IL 60631773-695-5000truevalue.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
4 filings
#001401k-$223.1M - 2,878 part#125CashBalance-$11K - 0 part#504Fully Insured-$184K - 1,617 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $223.1M assets / 2,878 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • COMPENSATION DEFERRAL PLAN (#001)100%
  • LUMP SUM PENSION (#125)0%
Total $223.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPENSATION DEFERRAL PLAN (#001)2,878
Total 2,878Click row to drill in

Benefits portfolio analytics

2 plans / $184K premiums / 1,617 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$184K
  • Other$184K
Total $184K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $184K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • WILLIS TOWERS WATSON US LLC97%
  • USI INSURANCE SERVICES LLC3%
Total $16K2 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

TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN

401k

Assets$223.1M
Participants2,878
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#125

TRUE VALUE COMPANY DEFINED LUMP SUM PENSION PLAN

CashBalance

Assets$11K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRUE VALUE COMPANY LIFE INSURANCE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$184K
Covered lives1,617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRUE VALUE COMPANY DISABILITY INCOME AND HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN401k$223.1M2,8782024
125TRUE VALUE COMPANY DEFINED LUMP SUM PENSION PLANCashBalance$11K02025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRUE VALUE COMPANY LIFE INSURANCE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$184K1,6172025
501TRUE VALUE COMPANY DISABILITY INCOME AND HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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