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Sponsor portfolio

TRI DAL, LLC

EIN 75-2588032-construction-Latest filing 2024
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$795K premiums
Participants
451
540 COMMERCE STREET - SOUTHLAKE, TX 76092817-481-2886tridal.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$8.6M - 248 part#501Fully Insured-$795K - 255 lives

Benefits portfolio analytics

1 plan / $795K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$553K
  • Dental$553K
  • Vision$553K
  • Life$232K
  • Other$38K
  • Long-term disability$10K
Total $795K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
Total $795K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HUB INTERNATIONAL MIDWEST LIMITED70%
  • CHRISTOPHER D TYLER13%
  • KAREN TYLER-DUNN11%
  • AMARILIS ALTAGRACIA CSIKORTOS3%
  • ROBYN ANGELA SANDERS1%
  • +3 more
Total $164K8 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

TRI DAL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$8.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRI DAL, LTD. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$795K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRI DAL, LLC 401(K) PROFIT SHARING PLAN401k$8.6M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRI DAL, LTD. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$795K2552024
Retirement plans
Welfare plans
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