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Sponsor portfolio

TRICOR LLC

EIN 39-1722612-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$3.3M premiums
Participants
716
230 WEST CHERRY STREET - LANCASTER, WI 53813877-468-7426
Plans on this EIN
2 filings
#001401k-$42.6M - 374 part#505Mixed-$3.3M - 402 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$2.5M
  • Life$114K
  • Other$62K
  • Long-term disability$48K
  • Vision$36K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION76%
  • MEDICAL ASSOCIATES HEALTH PLANS9%
  • STANDARD INSURANCE COMPANY5%
  • BLUE CROSS OF CALIFORNIA4%
  • DEAN HEALTH PLAN INC3%
  • +2 more
Total $3.3M7 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • 3E PARTNERS34%
  • TRICOR LLC20%
  • PROFESSIONAL GROUP PLANS INC18%
  • DENNIS PAUL BELL14%
  • WAYNE SOHL10%
  • +2 more
Total $49K7 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

TRICOR, LLC. 401(K) PROFIT SHARING PLAN

401k

Assets$42.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TRICOR LLC WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$3.3M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRICOR, LLC. 401(K) PROFIT SHARING PLAN401k$42.6M3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TRICOR LLC WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$3.3M4022025
Retirement plans
Welfare plans
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