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Sponsor portfolio

TREAN CORPORATION

EIN 41-1966220-insurance-Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$388K premiums
Participants
688
150 LAKE STREET WEST - WAYZATA, MN 55391952-974-2213treancorp.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$30.3M - 382 part#501Mixed-$388K - 379 lives

Benefits portfolio analytics

1 plan / $388K premiums / 379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$365K
  • Short-term disability$365K
  • Long-term disability$365K
  • Other$365K
  • Vision$23K
Total $388K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA94%
  • EYEMED VISION CARE6%
Total $388K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • GALLAGHER BENEFIT SERVICES, INC.66%
  • NATIONAL ENROLLMENT PARTNERS GENERA34%
Total $64K2 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

TREAN CORPORATION 401(K) PLAN

401k

Assets$30.3M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TREAN CORPORATION HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$388K
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREAN CORPORATION 401(K) PLAN401k$30.3M3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TREAN CORPORATION HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$388K3792025
Retirement plans
Welfare plans
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