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Sponsor portfolio

TRADE-PMR INC.

EIN 59-3539169-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$1.4M premiums
Participants
338
2511 NW 41ST STREET - GAINESVILLE, FL 32606352-332-8723
Plans on this EIN
2 filings
#001401k-$8.1M - 196 part#501Fully Insured-$1.4M - 142 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$62K
  • Dental$41K
  • Life$37K
  • Long-term disability$22K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • COMBINED INSURANCE COMPANY OF AMERICA3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $100K1 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

TRADE-PMR INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$8.1M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRADE PMR, INC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADE-PMR INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$8.1M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRADE PMR, INC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1422024
Retirement plans
Welfare plans
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