Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolioTH
TATES RENTS, INC.
EIN 82-0467137consumer servicesLatest filing 2025
Plans
3
Retirement
2
$28.6M assets
Welfare
1
$1.1M premiums
Participants
326
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $28.6M assets / 245 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 169 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Life$26K
- Short-term disability$26K
- Dental$11K
- Vision$10K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- PACIFICSOURCE HEALTH PLANS96%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
- WILLAMETTE DENTAL INSURANCE, INC.1%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- DIGITAL INSURANCE LLC98%
- CENTRO BENEFITS RESEARCH LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TATES RENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$24.6M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TATES RENTS, INC. 401(K) PLAN
401k
Assets$4.0M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TATES RENTS WELFARE BENEFITS PLAN
Mixed - PACIFICSOURCE HEALTH PLANS
Premiums$1.1M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TATES RENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $24.6M | 125 | 2024 | |
| 001 | TATES RENTS, INC. 401(K) PLAN | 401k | $4.0M | 120 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TATES RENTS WELFARE BENEFITS PLAN | Mixed | PACIFICSOURCE HEALTH PLANS | $1.1M | 169 | 2024 |
Retirement plans
Welfare plans