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Sponsor portfolio

TRANSITAMERICA SERVICES, INC.

EIN 56-2515761-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
2
$21.6M assets
Welfare
1
$936K premiums
Participants
920
93 CAHILL STREET - SAN JOSE, CA 95110408-961-4350transitamericaservices.comLinkedIn1-10 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001401k-$20.1M - 462 part#002401k-$1.5M - 28 part#501Mixed-$936K - 526 lives

Retirement portfolio analytics

2 plans aggregated / $21.6M assets / 490 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN - UNION (#001)93%
  • TASI 401K PLAN (#002)7%
Total $21.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • T ROWE PRICE RPS INC93%
  • (Not disclosed)7%
Total $21.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - UNION (#001)462
  • TASI 401K PLAN (#002)28
Total 490Click row to drill in

Benefits portfolio analytics

1 plan / $936K premiums / 526 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$936K
  • Short-term disability$936K
  • Long-term disability$936K
  • Other$936K
Total $936K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $936K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $263K1 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

TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION

401k

Assets$20.1M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUNRAIL TASI 401K PLAN

401k

Assets$1.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANSITAMERICA SERVICES, INC. WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$936K
Covered lives526
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION401k$20.1M4622024
002SUNRAIL TASI 401K PLAN401k$1.5M282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANSITAMERICA SERVICES, INC. WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$936K5262025
Retirement plans
Welfare plans
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