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Sponsor portfolio

TRIAD EYE INSTITUTE, PLLC

EIN 46-5002052-medical practice-Latest filing 2024
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$2.0M premiums
Participants
495
6140 SOUTH MEMORIAL - TULSA, OK 74133918-221-7127triadeye.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$5.7M - 215 part#502Fully Insured-$2.0M - 351 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Life$343K
  • Short-term disability$343K
  • Long-term disability$343K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • EYEMED VISION CARE1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • RELATION INSURANCE SERVICES OF CA75%
  • CATALYST BENEFITS GROUP LLC25%
Total $61K2 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

TRIAD EYE INSTITUTE, PLLC 401(K) PS PLAN

401k

Assets$5.7M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRIAD EYE INSTITUTE, PLLC

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$2.0M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRIAD EYE INSTITUTE, PLLC 401(K) PS PLAN401k$5.7M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRIAD EYE INSTITUTE, PLLCFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$2.0M3512024
Retirement plans
Welfare plans
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