PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Transforming Age Associates, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Transforming Age Associates, LLC

EIN 92-0770430-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Health & Benefits
1
$1.4M premiums
Participants
3,048
1980 112TH AVENUE NE, SUITE 210 - BELLEVUE, WA 98004425-559-6301
Plans on this EIN
2 filings
#001401(k)-$23.9M - 2,005 part#501Mixed-$1.4M - 1,043 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,043 covered lives

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
Total $1.4M7 rows
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#001

TRANSFORMING AGE 401(K) PLAN

401(k)

Assets$23.9M
Participants2,005
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRANSFORMING AGE ASSOCIATES WRAP PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives1,043
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRANSFORMING AGE 401(K) PLAN401(k)$23.9M2,0052025
  • TRANSFORMING AGE 401(K) PLAN$23.9M
    #001 · 401(k) · 20252,005

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRANSFORMING AGE ASSOCIATES WRAP PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.4M1,0432025
  • TRANSFORMING AGE ASSOCIATES WRAP PLAN$1.4M
    #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20251,043
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica