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Sponsor portfolio

TOSCA SERVICES, LLC.

EIN 39-0961783-Latest filing 2025
Plans
3
Retirement
2
$44.6M assets
Welfare
1
$470K premiums
Participants
1,886
1175 PEACHTREE STREET, SUITE 1900 - ATLANTA, GA 30361920-617-4000LinkedIn201-500 employees
Plans on this EIN
3 filings
#003401k-$26.6M - 926 part#001401k-$17.9M - 72 part#501Mixed-$470K - 895 lives

Retirement portfolio analytics

2 plans aggregated / $44.6M assets / 998 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • LTD. RETIREMENT Savings (#003)60%
  • PROFIT SHARING TRUST (#001)40%
Total $44.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD. RETIREMENT Savings (#003)926
  • PROFIT SHARING TRUST (#001)72
Total 998Click row to drill in

Benefits portfolio analytics

1 plan / $470K premiums / 895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$470K
  • Life$390K
  • Long-term disability$390K
Total $470K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AFLAC83%
  • HEALTH ADVOCATE SOLUTIONS, INC.14%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $470K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $64K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TOSCA, LTD. RETIREMENT SAVINGS PLAN

401k

Assets$26.6M
Participants926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TOSCA SERVICES, LLC 401(K) PROFIT SHARING TRUST

401k

Assets$17.9M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOSCA LTD. HEALTH AND WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$470K
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TOSCA, LTD. RETIREMENT SAVINGS PLAN401k$26.6M9262024
001TOSCA SERVICES, LLC 401(K) PROFIT SHARING TRUST401k$17.9M722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOSCA LTD. HEALTH AND WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$470K8952025
Retirement plans
Welfare plans
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