Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Life$119K
- Short-term disability$119K
- Long-term disability$119K
- Other$119K
- Dental$106K
- +1 more
Sponsor portfolio
TFO PARTNERS, INC.
EIN 92-1497551Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.5M premiums
Participants
244
1440 ARROWHEAD DRIVE - MAUMEE, OH 43537419-891-9999
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 614 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA7%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
92%top
- KAPNICK & COMPANY, INC.92%
- CENTRO BENEFITS RESEARCH LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TFO PARTNERS, INC. 401(K) PLAN
401k
Assets$11.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TFO PARTNERS WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TFO PARTNERS, INC. 401(K) PLAN | 401k | $11.3M | 88 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TFO PARTNERS WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 614 | 2025 |
Retirement plans
Welfare plans