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Sponsor portfolio

TERVIS TUMBLER COMPANY

EIN 59-1214892-accounting-Latest filing 2024
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$1.3M premiums
Participants
333
201 TRIPLE DIAMOND BLVD - VENICE, FL 34275941-966-2114LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$14.1M - 235 part#501Fully Insured-$1.3M - 66 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 66 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$133K
  • Vision$133K
  • Life$133K
  • Short-term disability$133K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $83K1 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

TERVIS TUMBLER COMPANY 401(K) PLAN

401k

Assets$14.1M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TERVIS TUMBLER COMPANY WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.3M
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TERVIS TUMBLER COMPANY 401(K) PLAN401k$14.1M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TERVIS TUMBLER COMPANY WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.3M662024
Retirement plans
Welfare plans
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