PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE TRADE GROUP MANAGEMENT, LLC
Sponsor portfolio

THE TRADE GROUP MANAGEMENT, LLC

EIN 90-0068292-Latest filing 2025
Plans
4
Retirement
0
Welfare
4
$2.9M premiums
Participants
169
2900 GENESIS WAY, SUITE 100 - GRAPEVINE, TX 76051214-343-2000LinkedIn1-10 employees
Plans on this EIN
4 filings
#504Fully Insured-$1.5M - 222 lives#502Fully Insured-$1.3M - 230 lives#503Fully Insured-$20K - 133 lives#501Fully Insured-$7K - 183 lives

Benefits portfolio analytics

4 plans / $2.9M premiums / 768 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#504

THE TRADE GROUP MANAGEMENT, LLC HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.5M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE TRADE GROUP MANAGEMENT, LLC HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE TRADE GROUP MANAGEMENT, LLC VISION PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$20K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE TRADE GROUP MANAGEMENT, LLC LIFE AND AD&D PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$7K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE TRADE GROUP MANAGEMENT, LLC HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.5M2222025
502THE TRADE GROUP MANAGEMENT, LLC HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M2302024
503THE TRADE GROUP MANAGEMENT, LLC VISION PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$20K1332024
501THE TRADE GROUP MANAGEMENT, LLC LIFE AND AD&D PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$7K1832024
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica