Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$216K
- Vision$216K
- Life$207K
- Short-term disability$207K
- Long-term disability$207K
- Other$207K
Sponsor portfolio
TRANSITIONS INTERMEDIATE HOLDINGS
EIN 85-4312082Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$423K premiums
Participants
871
1551 BOND STREET, SUITE 143 - NAPERVILLE, IL 60563224-806-1676
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $423K premiums / 401 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- UNITEDHEALTHCARE INSURANCE COMPANY51%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
Broker market share
Schedule A broker compensation
73%top
- ALLIANT INSURANCE SERVICES, INC.73%
- MARSH & MCLENNAN AGENCY LLC27%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRANSITIONS 401(K) PLAN
401k
Assets$7.7M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRANSITIONS INTERMEDIATE HOLDINGS, LLC HEALLTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$423K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRANSITIONS 401(K) PLAN | 401k | $7.7M | 466 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRANSITIONS INTERMEDIATE HOLDINGS, LLC HEALLTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $423K | 401 | 2025 |
Retirement plans
Welfare plans