PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRIOSIM CORPORATION
Sponsor portfolio

TRIOSIM CORPORATION

EIN 47-4541904-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$274K premiums
Participants
593
2111 N SANDRA ST - APPLETON, WI 54911920-968-0800triosim.comLinkedIn501-1000 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$12.7M - 422 part#505Mixed-$274K - 338 lives

Benefits portfolio analytics

1 plan / $274K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$144K
  • Short-term disability$144K
  • Long-term disability$144K
  • Other$144K
  • Dental$115K
  • Vision$16K
Total $274K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • DELTA DENTAL OF CALIFORNIA42%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $274K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • BOON ADMINISTRATIVE SERVICES84%
  • M3 INSURANCE SOLUTIONS INC16%
Total $45K2 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

TRIOSIM CORPORATION 401(K) PLAN

401k

Assets$12.7M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TRIOSIM CORPORATION BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$274K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRIOSIM CORPORATION 401(K) PLAN401k$12.7M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TRIOSIM CORPORATION BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$274K3382025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica