Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Life$524K
- Short-term disability$524K
- Long-term disability$524K
- Other$498K
- Vision$112K
- +1 more
Sponsor portfolio
TRUE WORLD HOLDINGS LLC
EIN 71-1013026wholesaleLatest filing 2025
Plans
2
Retirement
1
$55.9M assets
Welfare
1
$1.9M premiums
Participants
2,117
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 1,027 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- KAISER FOUNDATION HEALTH PLAN INC69%
- SYMETRA LIFE INSURANCE COMPANY25%
- VISION SERVICE PLAN4%
- PRINCIPAL LIFE INSURANCE COMPANY2%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
41%top
- CROWN RISK MANAGEMENT, LLC41%
- ASSUREDPARTNERS35%
- SCHEINMAN, ANTHONY M18%
- JON STUART BELINKIE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUE WORLD HOLDINGS 401(K) PLAN
401k
Assets$55.9M
Participants1,244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
TRUE WORLD HOLDINGS LLC BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.9M
Covered lives1,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUE WORLD HOLDINGS 401(K) PLAN | 401k | $55.9M | 1,244 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | TRUE WORLD HOLDINGS LLC BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.9M | 1,027 | 2025 |
Retirement plans
Welfare plans