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Sponsor portfolio

TREND MICRO, INC.

EIN 77-0391563-Latest filing 2025
Plans
2
Retirement
1
$222.8M assets
Welfare
1
$1.9M premiums
Participants
2,197
225 EAST JOHN CARPENTER FREEWAY, SUITE 1500 - IRVING, TX 75062817-569-8918
Plans on this EIN
2 filings
#001401k-$222.8M - 1,360 part#501Mixed-$1.9M - 837 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 837 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$804K
  • Short-term disability$804K
  • Long-term disability$804K
  • Health$552K
  • Prescription drug$552K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • DEARBORN LIFE INSURANCE COMPANY42%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN12%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
  • +2 more
Total $1.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • BENEFITSTORE INC1%
  • RULE YOUR KINGDOM LP0%
  • BROOKS WERKHEISER0%
  • BROWN & BROWN INSURANCE SERVICES0%
  • +1 more
Total $145K6 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

TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN

401k

Assets$222.8M
Participants1,360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TREND MICRO, INC.

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN401k$222.8M1,3602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TREND MICRO, INC.MixedDEARBORN LIFE INSURANCE COMPANY$1.9M8372025
Retirement plans
Welfare plans
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