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Sponsor portfolio

TRM LABS INC.

EIN 82-1623139-information services-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$2.9M premiums
Participants
366
450 TOWNSEND STREET - SAN FRANCISCO, CA 94107416-000-0000trmlabs.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filings
#001401k-$6.7M - 177 part#501Fully Insured-$2.9M - 385 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$403K
  • Vision$403K
  • Life$403K
  • Short-term disability$403K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $197K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRM LABS 401(K) PLAN

401k

Assets$6.7M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRM LABS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.9M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRM LABS 401(K) PLAN401k$6.7M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRM LABS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.9M3852025
Retirement plans
Welfare plans
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