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Sponsor portfolio

TREND TECHNOLOGIES, LLC

EIN 47-0898630-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$1.5M premiums
Participants
383
4626 EUCALYPTUS AVENUE - CHINO, CA 91710909-597-7861trendtechnologies.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#002401k-$16.8M - 271 part#501Fully Insured-$1.5M - 126 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Vision$1.4M
  • Health$1.3M
  • Prescription drug$1.3M
  • Life$132K
  • Other$132K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • ROBERT DUNCAN57%
  • EVCO INSURANCE SERVICES INC30%
  • ASSUREDPARTNERS8%
  • ROBERT E. DUNCAN5%
  • H E INSURANCE INC0%
Total $84K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TREND TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN

401k

Assets$16.8M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TREND TECHNOLOGIES, LLC WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.5M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TREND TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN401k$16.8M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TREND TECHNOLOGIES, LLC WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.5M1262025
Retirement plans
Welfare plans
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