Filings through .
Tradition America Holdings, Inc.
EIN 46-3751863investment bankingLatest filing 2025
Plans
4
Retirement
1
$237.5M assets
Health & Benefits
3
$766K premiums
Participants
2,071
32 OLD SLIP, 28TH FLOOR - NEW YORK, NY 10005212-943-6916LinkedIn501-1000 employeesinvestment banking
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$237.5M
Participants643
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#592
TRADITION LIFE INSURANCE
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$430K
Covered lives473
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#590
TRADITION LONG TERM DISABILITY PLAN
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$336K
Covered lives473
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
TRADITION GROUP HEALTH PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | 401(k) | $237.5M | 643 | 2025 |
- #001 · 401(k) · 2025643
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #592 | TRADITION LIFE INSURANCE | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $430K | 473 | 2025 |
| #590 | TRADITION LONG TERM DISABILITY PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $336K | 473 | 2025 |
| #501 | TRADITION GROUP HEALTH PLAN | Self-funded | - | $0 | 0 | 2025 |
- #592 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025473
- #590 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025473
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans