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Sponsor portfolioTH

TRIMARK ASSOCIATES, INC.

EIN 68-0451197-utilities-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$1.9M premiums
Participants
329
2365 IRON POINT RD, SUITE 100 - FOLSOM, CA 95630916-357-5970trimarkassoc.comLinkedIn51-200 employeesutilities
Plans on this EIN
2 filings
#001401k-$8.4M - 160 part#501Fully Insured-$1.9M - 181 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$257K
  • Vision$257K
  • Life$257K
  • Short-term disability$257K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $125K1 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

TRIMARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.4M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRIMARK ASSOCIATES, INC WELFARE BENEFIT PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$1.9M
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRIMARK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$8.4M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRIMARK ASSOCIATES, INC WELFARE BENEFIT PLANFully InsuredBLUE SHIELD OF CALIFORNIA$1.9M1812025
Retirement plans
Welfare plans
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