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Sponsor portfolio

TRICON ENERGY, INC.

EIN 76-0502110-chemicals-Latest filing 2024
Plans
4
Retirement
1
$30.3M assets
Welfare
3
$2.3M premiums
Participants
600
777 POST OAK, SUITE 550 - HOUSTON, TX 77056713-963-0066triconenergy.comLinkedIn501-1000 employeeschemicals
Plans on this EIN
4 filings
#001401k-$30.3M - 189 part#501Fully Insured-$2.1M - 309 lives#503Fully Insured-$156K - 145 lives#502Fully Insured-$82K - 129 lives

Benefits portfolio analytics

3 plans / $2.3M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$156K
  • Vision$156K
  • Life$82K
  • Short-term disability$82K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $126K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRICON ENERGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$30.3M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRICON ENERGY MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TRICON ENERGY DENTAL AND VISION PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$156K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRICON ENERGY LIFE AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$82K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRICON ENERGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$30.3M1892024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRICON ENERGY MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M3092024
503TRICON ENERGY DENTAL AND VISION PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$156K1452024
502TRICON ENERGY LIFE AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$82K1292024
Retirement plans
Welfare plans
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