Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
True Value Company
EIN 36-2099896wholesaleLatest filing 2025
Plans
4
Retirement
2
$46.6M assets
Health & Benefits
2
$184K premiums
Participants
891
8600 WEST BRYN MAWR AVENUE - CHICAGO, IL 606313505773-695-5483truevalue.comLinkedIn1001-5000 employeeswholesale
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $46.6M assets / 891 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN
401(k)
Assets$46.6M
Participants891
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#125
TRUE VALUE COMPANY DEFINED LUMP SUM PENSION PLAN
Cash balance
Assets$11K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
TRUE VALUE COMPANY LIFE INSURANCE PLAN
Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$184K
Covered lives1,617
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
TRUE VALUE COMPANY DISABILITY INCOME AND HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN | 401(k) | $46.6M | 891 | 2025 |
| #125 | TRUE VALUE COMPANY DEFINED LUMP SUM PENSION PLAN | Cash balance | $11K | 0 | 2025 |
- #001 · 401(k) · 2025891
- #125 · Cash balance · 20250
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | TRUE VALUE COMPANY LIFE INSURANCE PLAN | Fully insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $184K | 1,617 | 2025 |
| #501 | TRUE VALUE COMPANY DISABILITY INCOME AND HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #504 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,617
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans