Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Dental$593K
- Vision$593K
- Life$593K
- Short-term disability$593K
- +2 more
Sponsor portfolio
TRI HOLDCO, INC.
EIN 83-1643898financial servicesLatest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$5.1M premiums
Participants
630
600 COOLIDGE DRIVE, SUITE 350 - FOLSOM, CA 95630916-904-8232triholdco.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 521 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- KAISER FOUNDATION HEALTH PLAN INC54%
- GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS34%
- METROPOLITAN LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
90%top
- HUB INTERNATIONAL MIDWEST LIMITED90%
- GIS BENEFITS INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRI HOLDCO., INC. 401(K) PLAN
401k
Assets$29.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
TRI HOLDCO, INC.
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$5.1M
Covered lives521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI HOLDCO., INC. 401(K) PLAN | 401k | $29.9M | 329 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | TRI HOLDCO, INC. | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $5.1M | 521 | 2025 |
Retirement plans
Welfare plans