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  2. TREK BICYCLE CORPORATION
Sponsor portfolio

TREK BICYCLE CORPORATION

EIN 39-1237359-sporting goods-Latest filing 2025
Plans
6
Retirement
2
$392.7M assets
Welfare
4
$4.1M premiums
Participants
11,703
801 WEST MADISON STREET - WATERLOO, WI 535941379920-478-2191trekbikes.comLinkedIn5001-10000 employeessporting goods
Plans on this EIN
6 filings
#002401k-$245.3M - 3,762 part#001ESOP-$147.4M - 2,473 part#501Self Funded-$2.2M - 1,510 lives#505Fully Insured-$1.1M - 1,075 lives#503Fully Insured-$622K - 2,281 lives#502Fully Insured-$114K - 346 lives

Retirement portfolio analytics

2 plans aggregated / $392.7M assets / 6,235 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • BICYCLE CORPORATION 401(K) (#002)62%
  • EMPLOYEE STOCK OWNERSHIP (#001)38%
Total $392.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BICYCLE CORPORATION 401(K) (#002)3,762
  • EMPLOYEE STOCK OWNERSHIP (#001)2,473
Total 6,235Click row to drill in

Benefits portfolio analytics

4 plans / $4.1M premiums / 5,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.2M
  • Dental$1.1M
  • Other$736K
  • Life$622K
  • Long-term disability$622K
Total $4.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA28%
  • HARTFORD LIFE AND ACCIDENT18%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • M3 INSURANCE SOLUTIONS INC93%
  • WATCHTOWER BENEFITS, LLC7%
Total $184K2 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

TREK BICYCLE CORPORATION 401(K) PLAN

401k

Assets$245.3M
Participants3,762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TREK BICYCLE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$147.4M
Participants2,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TREK BICYCLE CORPORATION, ITS SUBSIDIARIES AND ASSOCIATED COMPANIES

Self Funded - UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH

Premiums$2.2M
Covered lives1,510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TREK BICYCLE CORPORATION GROUP DENTAL PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$1.1M
Covered lives1,075
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TREK BICYCLE CORPORATION GROUP LIFE AND DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$622K
Covered lives2,281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TREK BICYCLE CORPORATION GROUP ACCIDENT AND HOSPITAL INDEMNITY

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$114K
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TREK BICYCLE CORPORATION 401(K) PLAN401k$245.3M3,7622024
001TREK BICYCLE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$147.4M2,4732024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TREK BICYCLE CORPORATION, ITS SUBSIDIARIES AND ASSOCIATED COMPANIESSelf FundedUNITEDHEALTHCARE STOP LOSS-UNITED HEALTH$2.2M1,5102025
505TREK BICYCLE CORPORATION GROUP DENTAL PLANFully InsuredDELTA DENTAL OF WISCONSIN$1.1M1,0752025
503TREK BICYCLE CORPORATION GROUP LIFE AND DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$622K2,2812025
502TREK BICYCLE CORPORATION GROUP ACCIDENT AND HOSPITAL INDEMNITYFully InsuredHARTFORD LIFE AND ACCIDENT$114K3462025
Retirement plans
Welfare plans
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