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
Sponsor portfolio
TCI WEALTH ADVISORS, INC.
EIN 86-1002710financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$158K premiums
Participants
221
4011 E SUNRISE DR. - TUCSON, AZ 85718520-733-1477tciwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $158K premiums / 101 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
36%top
- LOVITT AND TOUCHE, INC.36%
- STRUNK INSURANCE GROUP36%
- BLUE CROSS BLUE SHIELD OF FLORIDA29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST
401k
Assets$18.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TCI WEALTH ADVISORS, INC. EMPLOYEE BENEFITS PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$158K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TCI WEALTH ADVISORS, INC. PROFIT-SHARING PLAN & TRUST | 401k | $18.3M | 118 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans