PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUPANION MANAGERS USA, INC.
Sponsor portfolio

TRUPANION MANAGERS USA, INC.

EIN 38-3756263-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$1.6M premiums
Participants
2,049
6100 4TH AVENUE SOUTH, SUITE 200 - SEATTLE, WA 98108888-738-7478LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$42.8M - 1,166 part#501Mixed-$1.6M - 1,150 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$625K
  • Dental$577K
  • Vision$577K
  • Other$326K
  • Life$130K
  • Long-term disability$102K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA38%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY17%
  • AFLAC10%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • HUB INTERNATIONAL MIDWEST LIMITED69%
  • SBR SERVICES LLC31%
Total $101K2 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

TRUPANION 401(K) PLAN

401k

Assets$42.8M
Participants1,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUPANION HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.6M
Covered lives1,150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUPANION 401(K) PLAN401k$42.8M1,1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUPANION HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.6M1,1502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica