Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$158K
- Vision$158K
- Life$158K
- Short-term disability$158K
- Long-term disability$158K
- Other$158K
Filings through .
Tci Wealth Advisors, Inc.
EIN 86-1002710financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.3M assets
Health & Benefits
1
$158K premiums
Participants
221
4011 E SUNRISE DR. - TUCSON, AZ 85718520-733-1477tciwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $158K premiums / 101 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST
401(k)
Assets$18.3M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TCI WEALTH ADVISORS, INC. EMPLOYEE BENEFITS PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$158K
Covered lives101
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST | 401(k) | $18.3M | 118 | 2025 |
- #002 · 401(k) · 2025118
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TCI WEALTH ADVISORS, INC. EMPLOYEE BENEFITS PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $158K | 101 | 2025 |
- #501 · Mixed · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025101
Retirement plans
Health & Benefits plans