Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$976K
- Other$135K
- Short-term disability$81K
- Long-term disability$81K
- Dental$70K
- Life$54K
- +1 more
Sponsor portfolio
TOLM GROUP, INC.
EIN 71-0723061constructionLatest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.2M premiums
Participants
505
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- QUALCHOICE LIFE AND HEALTH INSURANCE COMPANY81%
- BLUE CROSS OF CALIFORNIA7%
- USABLE LIFE7%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
71%top
- HAWKINS INSURANCE AGENCY71%
- DIGITAL INSURANCE LLC27%
- SONYA GEORGE1%
- DAVID NEEDHAM1%
- MARIA VANDYKE0%
- +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
MILLER 401(K) PLAN
401k
Assets$6.4M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOLM GROUP, INC. HEALTH & WELFARE BENEFITS PLAN
Fully Insured - QUALCHOICE LIFE AND HEALTH INSURANCE COMPANY
Premiums$1.2M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILLER 401(K) PLAN | 401k | $6.4M | 316 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOLM GROUP, INC. HEALTH & WELFARE BENEFITS PLAN | Fully Insured | QUALCHOICE LIFE AND HEALTH INSURANCE COMPANY | $1.2M | 213 | 2025 |
Retirement plans
Welfare plans