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Sponsor portfolio

KOTOBUKIYA TREVES, NORTH AMERICA

EIN 68-0600082-automotive-Latest filing 2025
Plans
4
Retirement
1
$4.9M assets
Welfare
3
$6.3M premiums
Participants
1,130
39500 ORCHARD HILL PL, SUITE 205 - NOVI, MI 48375256-609-7097treves.frLinkedIn1001-5000 employeesautomotive
Plans on this EIN
4 filings
#001401k-$4.9M - 120 part#501Fully Insured-$5.6M - 750 lives#503Mixed-$447K - 691 lives#502Fully Insured-$225K - 1,077 lives

Benefits portfolio analytics

3 plans / $6.3M premiums / 2,518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Life$447K
  • Short-term disability$447K
  • Long-term disability$447K
  • Other$447K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $6.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • THOMAS D. CASSADY60%
  • USI INSURANCE SERVICES LLC30%
  • THE CASON GROUP INC10%
Total $269K3 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

KTNA, 401(K) PLAN & TRUST

401k

Assets$4.9M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KTNA HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$5.6M
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KTNA HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$447K
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KTNA HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$225K
Covered lives1,077
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KTNA, 401(K) PLAN & TRUST401k$4.9M1202025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KTNA HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$5.6M7502025
503KTNA HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$447K6912025
502KTNA HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$225K1,0772025
Retirement plans
Welfare plans
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