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Sponsor portfolio

TRAFON GROUP

EIN 66-0564639-Latest filing 2025
Plans
3
Retirement
1
$1.2M assets
Welfare
2
$416K premiums
Participants
430
GARDEN HILLS PLAZA, 1353 AVE LUIS VIGOREAUX PMB 342 - GUAYNABO, PR 009662715787-783-0011
Plans on this EIN
3 filings
#001401k-$1.2M - 151 part#501Fully Insured-$409K - 115 lives#503Fully Insured-$6K - 117 lives

Benefits portfolio analytics

2 plans / $416K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$409K
  • Life$396K
  • Health$389K
  • Prescription drug$389K
Total $416K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • MCS LIFE INSURANCE COMPANY94%
  • DELTA DENTAL OF CALIFORNIA5%
  • MULTINATIONAL LIFE INSURANCE COMPANY2%
Total $416K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • OLYMPIC AGENCY INC95%
  • CGF INSURANCE LLC5%
Total $436K2 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

TRAFON GROUP RETIREMENT PLAN

401k

Assets$1.2M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRAFON GROUP

Fully Insured - MCS LIFE INSURANCE COMPANY

Premiums$409K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TRAFON GROUP LIFE INS PLAN

Fully Insured - MULTINATIONAL LIFE INSURANCE COMPANY

Premiums$6K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRAFON GROUP RETIREMENT PLAN401k$1.2M1512024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRAFON GROUPFully InsuredMCS LIFE INSURANCE COMPANY$409K1152025
503TRAFON GROUP LIFE INS PLANFully InsuredMULTINATIONAL LIFE INSURANCE COMPANY$6K1172025
Retirement plans
Welfare plans
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