PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE TRANSITIONS GROUP
Sponsor portfolio

THE TRANSITIONS GROUP

EIN 43-1801815-hospitality-Latest filing 2025
Plans
3
Retirement
2
$14.0M assets
Welfare
1
$121K premiums
Participants
339
116 N CLEVELAND AVE - WICHITA, KS 672144022316-262-9100transitionsgroup.netLinkedIn51-200 employeeshospitality
Plans on this EIN
3 filings
#001401k-$8.4M - 107 part#002ESOP-$5.6M - 138 part#501Mixed-$121K - 98 lives

Retirement portfolio analytics

2 plans aggregated / $14.0M assets / 245 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • TRANSITIONS GROUP 401(K) (#001)60%
  • AND TRUST AGREEMENT (#002)40%
Total $14.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND TRUST AGREEMENT (#002)138
  • TRANSITIONS GROUP 401(K) (#001)107
Total 245Click row to drill in

Benefits portfolio analytics

1 plan / $121K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$60K
  • Other$60K
  • Dental$51K
  • Vision$10K
Total $121K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • DELTA DENTAL OF CALIFORNIA43%
  • HARTFORD LIFE AND ACCIDENT34%
  • AFLAC15%
  • EYEMED VISION CARE8%
Total $121K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • IMA, INC.71%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
  • KEVIN D INGWERSON6%
  • WATCHTOWER BENEFITS, LLC4%
  • DEBORAH JOHNSON1%
  • +3 more
Total $17K8 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

THE TRANSITIONS GROUP 401(K) PLAN

401k

Assets$8.4M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRANSITIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

ESOP

Assets$5.6M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANSITIONS GROUP, INC. CAFETERIA PLAN

Mixed - DELTA DENTAL OF KANSAS, INC.

Premiums$121K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE TRANSITIONS GROUP 401(K) PLAN401k$8.4M1072025
002TRANSITIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENTESOP$5.6M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANSITIONS GROUP, INC. CAFETERIA PLANMixedDELTA DENTAL OF KANSAS, INC.$121K982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica