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Sponsor portfolio

TRANS-PHOS, INC.

EIN 59-3042773-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$853K premiums
Participants
226
5020 OLD STATE, HWY 37 - MULBERRY, FL 33860813-690-0697transphos.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001403b-$4.3M - 148 part#501Mixed-$853K - 145 lives

Benefits portfolio analytics

1 plan / $853K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$656K
  • Short-term disability$142K
  • Dental$70K
  • Vision$70K
  • Life$37K
  • Long-term disability$37K
  • +1 more
Total $853K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $853K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • AMWINS52%
  • FOUNDATION RISK PARTNERS CORP30%
  • OMS INSURANCE GROUP10%
  • UMR, INC.4%
  • EA LEGACY LLC2%
  • +3 more
Total $90K8 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

TRANS-PHOS, INC. RETIREMENT SAVINGS PLAN

403b

Assets$4.3M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANS PHOS INC GROUP LIFE INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$853K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRANS-PHOS, INC. RETIREMENT SAVINGS PLAN403b$4.3M1482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANS PHOS INC GROUP LIFE INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$853K1452025
Retirement plans
Welfare plans
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