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  2. TRIALSPARK INC. DBA FORMATION BIO
Sponsor portfolio

TRIALSPARK INC. DBA FORMATION BIO

EIN 47-1134239-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$195K premiums
Participants
394
16 EAST 34TH STREET, SUITE 10 - NEW YORK, NY 10016646-867-2932
Plans on this EIN
2 filings
#001401k-$8.4M - 182 part#501Mixed-$195K - 205 lives

Benefits portfolio analytics

1 plan / $195K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$113K
  • Vision$113K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
Total $195K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • AETNA LIFE INSURANCE COMPANY58%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • AMERICAN UNITED LIFE INSURANCE COMPANY0%
Total $195K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ADVOCATE, INC.73%
  • CENTERSTONE INSURANCE AND FINANCIAL16%
  • BENEFITMALL11%
Total $34K3 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

FORMATION BIO 401(K) PLAN

401k

Assets$8.4M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORMATION BIO HEALTH & WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$195K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORMATION BIO 401(K) PLAN401k$8.4M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORMATION BIO HEALTH & WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$195K2052025
Retirement plans
Welfare plans
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