Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$20K
Sponsor portfolio
TRUST AUTOMATION, INC.
EIN 77-0420691mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$1.9M premiums
Participants
281
125 VENTURE DRIVE, SUITE 110 - SAN LUIS OBISPO, CA 93401805-544-0761trustautomation.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- BLUE CROSS OF CALIFORNIA99%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
91%top
- ASSUREDPARTNERS91%
- REUBEN WARNER ASSOCIATES, INC.9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUST AUTOMATION, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.6M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRUST AUTOMATION, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.9M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUST AUTOMATION, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.6M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUST AUTOMATION, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.9M | 215 | 2025 |
Retirement plans
Welfare plans