PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUE GROUP, INC.
Sponsor portfolio

TRUE GROUP, INC.

EIN 81-0899981-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$2.6M premiums
Participants
432
1211 W 22ND STREET, SUITE 1100 - OAKBROOK, IL 60523630-446-1165truegroup.netLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$10.9M - 205 part#501Fully Insured-$2.6M - 254 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$334K
  • Dental$320K
  • Life$320K
  • Short-term disability$320K
  • Long-term disability$320K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE1%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • MARSH & MCLENNAN AGENCY LLC79%
  • EM BENEFITS21%
Total $142K2 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

TRUE GROUP, INC. 401(K) PLAN

401k

Assets$10.9M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUE GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.6M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUE GROUP, INC. 401(K) PLAN401k$10.9M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUE GROUP, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.6M2542025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica