Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$773K
- Dental$773K
- Life$26K
- Other$26K
- Vision$13K
Sponsor portfolioTH
TOLEDO FINANCE CORPORATION
EIN 75-1281137financial servicesLatest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$812K premiums
Participants
300
3821 JUNIPER TRACE, SUITE 106 - AUSTIN, TX 78738512-263-2999buddin.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $812K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- GARY W DOSS86%
- AMBER R HODGES14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOLEDO FINANCE CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOLEDO FINANCE CORPORATION EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$812K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOLEDO FINANCE CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOLEDO FINANCE CORPORATION EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $812K | 150 | 2025 |
Retirement plans
Welfare plans