PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. R.W. TROXELL & COMPANY
Sponsor portfolio

R.W. TROXELL & COMPANY

EIN 37-0902741-insurance-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$728K premiums
Participants
228
214 SOUTH GRAND AVENUE WEST - SPRINGFIELD, IL 62704217-528-7533LinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#002401k-$17.9M - 127 part#503Fully Insured-$728K - 102 lives

Benefits portfolio analytics

1 plan / $728K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$716K
  • Dental$716K
  • Prescription drug$716K
  • Vision$12K
Total $728K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • VISION SERVICE PLAN2%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $728K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • R W TROXELL & COMPANY91%
  • HUB INTERNATIONAL MIDWEST LIMITED9%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

R.W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$17.9M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

R.W. TROXELL & COMPANY EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$728K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002R.W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN401k$17.9M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503R.W. TROXELL & COMPANY EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$728K1022025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica