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Sponsor portfolioTH

TRAVELOPIA USA, INC

EIN 37-1482833-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$4.4M premiums
Participants
1,026
311 PARK PLACE BLVD, SUITE 250 - CLEARWATER, FL 33759727-819-4925
Plans on this EIN
2 filings
#001401k-$31.8M - 703 part#502Fully Insured-$4.4M - 517 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 517 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Life$235K
  • Short-term disability$235K
  • Long-term disability$235K
  • Other$235K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • SYMETRA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AON CONSULTING INC84%
  • CONNEXION INSURANCE SOLUTIONS16%
Total $141K2 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

TRAVELOPIA USA, INC. 401(K) PLAN

401k

Assets$31.8M
Participants703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRAVELOPIA USA, INC. WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$4.4M
Covered lives517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRAVELOPIA USA, INC. 401(K) PLAN401k$31.8M7032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRAVELOPIA USA, INC. WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$4.4M5172025
Retirement plans
Welfare plans
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