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Sponsor portfolio

TREESAP FARMS, LLC

EIN 47-2815183-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$5.1M premiums
Participants
2,315
5151 MITCHELLDALE STREET SUITE B2 - HOUSTON, TX 77092713-613-5600
Plans on this EIN
2 filings
#001401k-$9.4M - 1,703 part#501Fully Insured-$5.1M - 676 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 676 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$2.2M
  • Life$904K
  • Other$904K
  • Short-term disability$641K
  • Dental$263K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • UNITED HEALTHCARE INSURANCE COMPANY39%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • EDGEWOOD PARTNERS INSURANCE CENTER38%
  • VARIOUS - SEE ATTACHED32%
  • SUSIE A ESTRADA14%
  • SCOTT CASTEEL13%
  • PROFESSIONAL GROUP PLANS INC3%
Total $254K5 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

TREESAP FARMS, LLC 401(K) PLAN

401k

Assets$9.4M
Participants1,703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.1M
Covered lives676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREESAP FARMS, LLC 401(K) PLAN401k$9.4M1,7032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$5.1M6762024
Retirement plans
Welfare plans
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