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Sponsor portfolioTH

TRELLANCE, INC.

EIN 59-2941216-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$327K premiums
Participants
399
7650 COURTNEY CAMPBELL CSWY STE 900 - TAMPA, FL 33607813-289-2728
Plans on this EIN
2 filings
#001401k-$22.8M - 251 part#501Mixed-$327K - 143 lives

Benefits portfolio analytics

1 plan / $327K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$195K
  • Life$162K
  • Short-term disability$139K
  • Long-term disability$139K
  • Dental$132K
  • Vision$132K
Total $327K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • COMBINED INSURANCE COMPANY OF AMERICA14%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $327K5 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • GALLAGHER BENEFIT SERVICES, INC.62%
  • MARK S METTILLE29%
  • BENEFITS ALL IN LLC5%
  • BENEFITS ALL INSURANCE, LLC3%
  • GIS BENEFITS INC1%
  • +1 more
Total $33K6 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

TRELLANCE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$22.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRELLANCE WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$327K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRELLANCE, INC. 401(K) PROFIT SHARING PLAN401k$22.8M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRELLANCE WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$327K1432025
Retirement plans
Welfare plans
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