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  2. TRUGREEN LIMITED PARTNERSHIP
Sponsor portfolio

TRUGREEN LIMITED PARTNERSHIP

EIN 36-3734669-Latest filing 2025
Plans
3
Retirement
1
$465.6M assets
Welfare
2
$34.2M premiums
Participants
26,884
1790 KIRBY PARKWAY, SUITE 300 - MEMPHIS, TN 38138901-251-4100
Plans on this EIN
3 filings
#001401k-$465.6M - 16,390 part#501Mixed-$34.2M - 9,590 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $34.2M premiums / 9,590 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$25.2M
  • Dental$24.7M
  • Other$4.8M
  • Life$2.6M
  • Vision$763K
  • Long-term disability$755K
  • +1 more
Total $34.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • MAGELLAN HEALTHCARE0%
Total $34.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MERCER HEALTH AND BENEFITS, LLC84%
  • BUSINESSOLVER.COM, INC.16%
  • BSC AGENCY LLC-0%
Total $859K3 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

TRUGREEN PROFIT SHARING AND RETIREMENT PLAN

401k

Assets$465.6M
Participants16,390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUGREEN HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$34.2M
Covered lives9,590
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRUGREEN TEXAS INJURY BENEFIT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUGREEN PROFIT SHARING AND RETIREMENT PLAN401k$465.6M16,3902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUGREEN HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$34.2M9,5902025
502TRUGREEN TEXAS INJURY BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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