Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$200K
- Short-term disability$200K
- Long-term disability$200K
- Other$200K
- Dental$98K
- Vision$24K
Sponsor portfolio
UTILITY TRI-STATE, INC.
EIN 73-1312253logistics and supply chainLatest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$322K premiums
Participants
436
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $322K premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY62%
- DELTA DENTAL OF CALIFORNIA30%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
100%top
- COURTSIDE BENEFITS GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UTILITY TRI-STATE 401(K) PLAN
401k
Assets$10.3M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UTILITY TRI-STATE, INC WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$322K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UTILITY TRI-STATE 401(K) PLAN | 401k | $10.3M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UTILITY TRI-STATE, INC WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $322K | 213 | 2025 |
Retirement plans
Welfare plans