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Sponsor portfolio

TRI-STATE VACUUM & RENTAL

EIN 47-3991421-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$1.9M premiums
Participants
192
8204 US HIGHWAY 59N - TENAHA, TX 75974903-692-3779LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.5M - 53 part#501Fully Insured-$1.9M - 240 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$269K
  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Dental$68K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • AFLAC4%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HIGGINBOTHAM INS AGENCY INC84%
  • KERI NORTON8%
  • KIMBERLY K DIXON4%
  • LINDA A LECIEJEWSKI3%
  • LORI J THOMPSON0%
  • +3 more
Total $67K8 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

TRI-STATE VACUUM & RENTAL 401(K) PLAN

401k

Assets$1.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRI-STATE VACUUM & RENTAL LLC WRAP PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$1.9M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRI-STATE VACUUM & RENTAL 401(K) PLAN401k$1.5M532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRI-STATE VACUUM & RENTAL LLC WRAP PLANFully InsuredHEALTH CARE SERVICE CORPORATION$1.9M2402025
Retirement plans
Welfare plans
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