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Sponsor portfolioTH

TRENAM, KEMKER, SCHARF, BARKIN, FRYE, ONEILL & MULLIS PA

EIN 59-1772042-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$94.9M assets
Welfare
1
$496K premiums
Participants
403
101 E KENNEDY BLVD STE 2700 - TAMPA, FL 336025150813-227-7442
Plans on this EIN
2 filings
#001401k-$94.9M - 220 part#501Mixed-$496K - 177 lives

Benefits portfolio analytics

1 plan / $496K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$301K
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • Dental$194K
  • Vision$194K
Total $496K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA61%
  • STARMOUNT LIFE INSURANCE COMPANY39%
Total $496K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • M.E. WILSON COMPANY, LLC99%
  • BOUCHARD INSURANCE1%
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

TRENAM LAW 401(K) PLAN

401k

Assets$94.9M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRENAM, KEMKER, SCHARF, BARKIN, FRYE, O'NEILL & MULLIS PROFESSIONAL ASSOCIATION EMPLOYEE WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$496K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRENAM LAW 401(K) PLAN401k$94.9M2202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRENAM, KEMKER, SCHARF, BARKIN, FRYE, O'NEILL & MULLIS PROFESSIONAL ASSOCIATION EMPLOYEE WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$496K1772025
Retirement plans
Welfare plans
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