Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$988K
- Prescription drug$988K
- Dental$90K
- Vision$90K
- Life$90K
- Long-term disability$90K
- +1 more
Sponsor portfolio
TROVATA, INC.
EIN 81-2922359computer softwareLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.1M premiums
Participants
165
312 S. CEDROS AVE, SUITE 260 - SOLANA BEACH, CA 92075206-419-8771trovata.ioLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 146 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- PRINCIPAL LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
95%top
- BENNIE INSURANCE, LLC95%
- REUBEN WARNER ASSOCIATES, INC.5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TROVATA 401(K) PLAN
401k
Assets$3.5M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TROVATA.IO HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TROVATA 401(K) PLAN | 401k | $3.5M | 86 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TROVATA.IO HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 146 | 2024 |
Retirement plans
Welfare plans