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Sponsor portfolio

TRICON AMERICAN HOMES

EIN 47-1254912-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$15.7M premiums
Participants
2,421
15771 RED HILL AVENUE - TUSTIN, CA 92780714-689-6169
Plans on this EIN
2 filings
#001401k-$38.2M - 1,194 part#501Fully Insured-$15.7M - 1,223 lives

Benefits portfolio analytics

1 plan / $15.7M premiums / 1,223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$14.0M
  • Prescription drug$14.0M
  • Other$1.7M
  • Dental$1.6M
  • Vision$1.6M
  • Life$1.6M
  • +2 more
Total $15.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • KAISER FOUNDATION HEALTH PLAN INC9%
Total $15.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $998K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRICON RESIDENTIAL 401(K) PLAN

401k

Assets$38.2M
Participants1,194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRICON RESIDENTIAL WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$15.7M
Covered lives1,223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRICON RESIDENTIAL 401(K) PLAN401k$38.2M1,1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRICON RESIDENTIAL WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$15.7M1,2232025
Retirement plans
Welfare plans
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