Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Life$344K
- Short-term disability$344K
- Long-term disability$344K
- Other$344K
- +1 more
Sponsor portfolioTH
TRANSFORMING AGE ASSOCIATES, LLC
EIN 92-0770430Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$1.4M premiums
Participants
2,684
1980 112TH AVENUE NE, SUITE 210 - BELLEVUE, WA 98004425-559-6832
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,043 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- KAISER FOUNDATION HEALTH PLAN INC75%
- SYMETRA LIFE INSURANCE COMPANY24%
- DELTA DENTAL OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRANSFORMING AGE 401(K) PLAN
401k
Assets$15.0M
Participants1,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRANSFORMING AGE ASSOCIATES WRAP PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives1,043
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRANSFORMING AGE 401(K) PLAN | 401k | $15.0M | 1,641 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRANSFORMING AGE ASSOCIATES WRAP PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 1,043 | 2025 |
Retirement plans
Welfare plans