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  2. Trout Unlimited, Inc.
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Trout Unlimited, Inc.

EIN 38-1612715-non-profit organization management-Latest filing 2025
Plans
6
Retirement
1
$46.5M assets
Health & Benefits
5
$530K premiums
Participants
1,578
1700 N MOORE ST SUITE 2005 - ARLINGTON, VA 222092793202-445-3162tu.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
6 filings
#001403(b)-$46.5M - 465 part#501Mixed-$251K - 308 lives#503Fully insured-$231K - 324 lives#502Fully insured-$48K - 258 lives#504Self-funded-0 lives#505Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

Benefits portfolio analytics

5 plans / $530K premiums / 890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$231K
  • Short-term disability$231K
  • Long-term disability$231K
  • Other$231K
  • Vision$48K
Total $279K5 rows
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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

TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN

403(b)

Assets$46.5M
Participants465
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TROUT UNLIMITED, INC. WELFARE AND FLEXIBLE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$251K
Covered lives308
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

LIFE AND AD&D

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$231K
Covered lives324
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

VSP

Fully insured - VISION SERVICE PLAN

Premiums$48K
Covered lives258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

MEDICAL - SELF INSURED

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

TROUT UNLIMITED INC WELFARE AND FLEXIBLE BENEFITS PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN403(b)$46.5M4652025
  • TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN$46.5M
    #001 · 403(b) · 2025465

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TROUT UNLIMITED, INC. WELFARE AND FLEXIBLE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$251K3082024
#503LIFE AND AD&DFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$231K3242025
#502VSPFully insuredVISION SERVICE PLAN$48K2582025
#504MEDICAL - SELF INSUREDSelf-funded-$002025
#505TROUT UNLIMITED INC WELFARE AND FLEXIBLE BENEFITS PLANSelf-funded-$002025
  • TROUT UNLIMITED, INC. WELFARE AND FLEXIBLE BENEFITS PLAN$251K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024308
  • LIFE AND AD&D$231K
    #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025324
  • VSP$48K
    #502 · Fully insured · VISION SERVICE PLAN · 2025258
  • MEDICAL - SELF INSURED$0
    #504 · Self-funded · 20250
  • TROUT UNLIMITED INC WELFARE AND FLEXIBLE BENEFITS PLAN$0
    #505 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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