Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.7M
- Prescription drug$9.7M
- Dental$608K
- Other$384K
- Life$342K
- Short-term disability$342K
- +2 more
Sponsor portfolio
TOYOTA RESEARCH INSTITUTE, INC.
EIN 81-0700429researchLatest filing 2025
Plans
2
Retirement
1
$87.2M assets
Welfare
1
$10.7M premiums
Participants
787
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.7M premiums / 913 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNITEDHEALTHCARE INSURANCE COMPANY81%
- KAISER FOUNDATION HEALTH PLAN INC9%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN1%
- +3 more
Broker market share
Schedule A broker compensation
94%top
- LAURA AFOA INSURANCE SERVICES, LLC94%
- AMWINS5%
- GALLAGHER BENEFIT SERVICES, INC.0%
- CHARLIE A. WALTERS0%
- MASOLI LEGACY LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOYOTA RESEARCH INSTITUTE 401(K) PLAN
401k
Assets$87.2M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOYOTA RESEARCH INSTITUTE HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$10.7M
Covered lives913
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOYOTA RESEARCH INSTITUTE 401(K) PLAN | 401k | $87.2M | 419 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOYOTA RESEARCH INSTITUTE HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $10.7M | 913 | 2025 |
Retirement plans
Welfare plans