Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$430K
- Long-term disability$336K
- Other$336K
Sponsor portfolio
TRADITION AMERICA HOLDINGS, INC.
EIN 46-3751863investment bankingLatest filing 2025
Plans
4
Retirement
1
$237.5M assets
Welfare
3
$766K premiums
Participants
2,071
32 OLD SLIP, 28TH FLOOR - NEW YORK, NY 10005212-943-6916LinkedIn501-1000 employeesinvestment banking
Benefits portfolio analytics
3 plans / $766K premiums / 946 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
41%top
- EDGEWOOD PARTNERS INSURANCE CENTER41%
- EDGEWOOD PARTNER INSURANCE CENTER22%
- ASSUREDPARTNERS21%
- ROGERS BENEFIT GROUP INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN
401k
Assets$237.5M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#592
TRADITION LIFE INSURANCE
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$430K
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#590
TRADITION LONG TERM DISABILITY PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$336K
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TRADITION GROUP HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN | 401k | $237.5M | 643 | 2025 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans