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Sponsor portfolio

TCI HOLDING COMPANY, INC.

EIN 87-2441211-Latest filing 2025
Plans
3
Retirement
2
$77.9M assets
Welfare
1
$3.0M premiums
Participants
827
1235 WESTLAKES DRIVE, SUITE 280 - BERWYN, PA 19312610-337-0820
Plans on this EIN
3 filings
#001ESOP-$59.4M - 353 part#003401k-$18.5M - 258 part#501Mixed-$3.0M - 331 lives

Retirement portfolio analytics

2 plans aggregated / $77.9M assets / 611 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EMPLOYEE STOCK OWNERSHIP (#001)76%
  • COMPANY, INC. 401(K) (#003)24%
Total $77.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)353
  • COMPANY, INC. 401(K) (#003)258
Total 611Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Life$514K
  • Other$514K
  • Dental$289K
  • Vision$289K
  • Long-term disability$225K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ASSUREDPARTNERS67%
  • USI INSURANCE SERVICES LLC33%
Total $198K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TCI HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.4M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TCI HOLDING COMPANY, INC. 401(K) PLAN

401k

Assets$18.5M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TCI HOLDING COMPANY, INC.

Mixed - INDEPENDENCE BLUE CROSS

Premiums$3.0M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TCI HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$59.4M3532024
003TCI HOLDING COMPANY, INC. 401(K) PLAN401k$18.5M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TCI HOLDING COMPANY, INC.MixedINDEPENDENCE BLUE CROSS$3.0M3312025
Retirement plans
Welfare plans
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