Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$207K
- Short-term disability$207K
- Long-term disability$207K
- Other$207K
- Vision$44K
Sponsor portfolioTH
TROUT UNLIMITED, INC.
EIN 38-1612715non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$41.4M assets
Welfare
1
$251K premiums
Participants
763
1700 N MOORE ST SUITE 2005 - ARLINGTON, VA 222092793703-915-2572tu.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $251K premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- SUN LIFE ASSURANCE COMPANY OF CANADA82%
- VISION SERVICE PLAN18%
Broker market share
Schedule A broker compensation
60%top
- DIGITAL INSURANCE LLC60%
- CENTRO BENEFITS RESEARCH LLC36%
- KELLY & ASSOCIATES INSURANCE GROUP3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN
403b
Assets$41.4M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TROUT UNLIMITED, INC. WELFARE AND FLEXIBLE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$251K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | 403b | $41.4M | 454 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TROUT UNLIMITED, INC. WELFARE AND FLEXIBLE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $251K | 308 | 2024 |
Retirement plans
Welfare plans