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
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
5 plans / $530K premiums / 890 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - VISION SERVICE PLAN
Self-funded
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | 403(b) | $46.5M | 465 | 2025 |
5 plans on this EIN
| 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 |
| #503 | LIFE AND AD&D | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $231K | 324 | 2025 |
| #502 | VSP | Fully insured | VISION SERVICE PLAN | $48K | 258 | 2025 |
| #504 | MEDICAL - SELF INSURED | Self-funded | - | $0 | 0 | 2025 |
| #505 | TROUT UNLIMITED INC WELFARE AND FLEXIBLE BENEFITS PLAN | Self-funded | - | $0 | 0 | 2025 |