Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$492K
- Life$378K
- Long-term disability$378K
Sponsor portfolio
WADE TRIM
EIN 38-2236295Latest filing 2025
Plans
2
Retirement
1
$87.0M assets
Welfare
1
$492K premiums
Participants
1,712
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $492K premiums / 1,179 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- RELIASTAR LIFE INSURANCE COMPANY77%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
Broker market share
Schedule A broker compensation
100%top
- HYLANT GROUP INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN
401k
Assets$87.0M
Participants914
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WADE TRIM WELFARE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$492K
Covered lives1,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN | 401k | $87.0M | 914 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WADE TRIM WELFARE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $492K | 1,179 | 2025 |
Retirement plans
Welfare plans