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Sponsor portfolio

TRANSPORT REFRIGERATION, INC.

EIN 39-1034368-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$849K premiums
Participants
1,401
3964 PACKERLAND DRIVE - DE PERE, WI 541156857920-338-4412trcompanies.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$12.0M - 700 part#504Mixed-$849K - 701 lives

Benefits portfolio analytics

1 plan / $849K premiums / 701 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$550K
  • Short-term disability$550K
  • Long-term disability$550K
  • Other$550K
  • Dental$257K
  • Vision$43K
Total $849K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA65%
  • DELTA DENTAL OF CALIFORNIA30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $849K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • M3 INSURANCE SOLUTIONS INC84%
  • ZIZZL,LLC11%
  • WATCHTOWER BENEFITS, LLC5%
Total $151K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.0M
Participants700
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRANSPORT REFRIGERATION, INC. WRAP PLAN

Mixed - GUARDIAN

Premiums$849K
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN401k$12.0M7002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRANSPORT REFRIGERATION, INC. WRAP PLANMixedGUARDIAN$849K7012025
Retirement plans
Welfare plans
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