PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUSTED ALLY HOME CARE LLC
Sponsor portfolio

TRUSTED ALLY HOME CARE LLC

EIN 45-1631603-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$833K premiums
Participants
569
5299 DTC BLVD SUITE 101 - GREENWOOD VILLAGE, CO 80111720-442-8386trustedallyhomecare.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.6M - 354 part#501Fully Insured-$833K - 215 lives

Benefits portfolio analytics

1 plan / $833K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$626K
  • Prescription drug$626K
  • Other$207K
  • Dental$179K
  • Vision$179K
  • Life$179K
  • +2 more
Total $833K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • AETNA LIFE INSURANCE COMPANY75%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $833K3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • LIBERTY COMPANY INSURANCE BROKERS50%
  • IWASYK INSURANCE SERVICES LLC30%
  • GIS BENEFITS INC13%
  • BRIAN ROBERT LLOYD4%
  • ANDRES MARIE TIERCE3%
  • +3 more
Total $67K8 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

TRUSTED ALLY HOME CARE LLC 401(K) PLAN

401k

Assets$1.6M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUSTED ALLY HOME CARE HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$833K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUSTED ALLY HOME CARE LLC 401(K) PLAN401k$1.6M3542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUSTED ALLY HOME CARE HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$833K2152025
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