Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Life$200K
- Dental$131K
- Vision$131K
- Other$71K
- Short-term disability$66K
- +1 more
Sponsor portfolio
WILLIAM S. TRIMBLE COMPANY, INC.
EIN 62-0460703Retail TradeLatest filing 2024
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$1.3M premiums
Participants
427
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
73%top
- BENJAMIN KELLY73%
- CLYDE P. MCFADDEN11%
- BENEFITS INC10%
- NICHOLAS MOOR WEISSFELD2%
- DANIEL JAMES PERKINS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN & TRUST
401k
Assets$7.9M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAM S. TRIMBLE CO., INC. WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$1.3M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN & TRUST | 401k | $7.9M | 217 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAM S. TRIMBLE CO., INC. WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1.3M | 210 | 2024 |
Retirement plans
Welfare plans