Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Vision$113K
- Life$113K
- Short-term disability$113K
- Long-term disability$113K
- +2 more
Sponsor portfolio
TDA RESEARCH, INC.
EIN 84-1043375researchLatest filing 2025
Plans
2
Retirement
1
$44.5M assets
Welfare
1
$1.6M premiums
Participants
287
4680 TABLE MOUNTAIN DRIVE, SUITE 100B - GOLDEN, CO 80403720-818-4114tda.comLinkedIn51-200 employeesresearch
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 227 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- KAISER FOUNDATION HEALTH PLAN INC87%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
61%top
- TAGGART & ASSOCIATES INC61%
- ACRISURE LLC31%
- CENTERSTONE INSURANCE AND FINANCIAL8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TDA RESEARCH, INC. RETIREMENT PLAN
401k
Assets$44.5M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TDA RESEARCH, INC. HEALTH AND WELFARE BENEFIT
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF COLORADO
Premiums$1.6M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TDA RESEARCH, INC. RETIREMENT PLAN | 401k | $44.5M | 164 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TDA RESEARCH, INC. HEALTH AND WELFARE BENEFIT | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $1.6M | 227 | 2025 |
Retirement plans
Welfare plans