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Sponsor portfolioTH

TRADESTATION GROUP

EIN 65-0977576-investment banking-Latest filing 2025
Plans
2
Retirement
1
$89.9M assets
Welfare
1
$1.9M premiums
Participants
982
8050 SW 10TH STREET, SUITE 4000 - PLANTATION, FL 33324954-652-7000LinkedIn501-1000 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$89.9M - 671 part#501Mixed-$1.9M - 928 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 928 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.4M
  • Other$469K
  • Life$364K
  • Short-term disability$364K
  • Long-term disability$364K
  • Vision$47K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY73%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE3%
  • AMERITAS LIFE INSURANCE CORP.2%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • NATIONAL AGENCY SOLUTIONS LLC2%
  • TRION GROUP, INC.0%
Total $229K3 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

TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN

401k

Assets$89.9M
Participants671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRADESTATION GROUP WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.9M
Covered lives928
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN401k$89.9M6712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRADESTATION GROUP WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.9M9282025
Retirement plans
Welfare plans
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