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Sponsor portfolio

TRIAD MACHINERY, INC.

EIN 93-1080138-machinery-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.7M premiums
Participants
417
18200 NE RIVERSIDE PARKWAY - PORTLAND, OR 97230503-254-5100triadmachinery.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$10.9M - 119 part#501Fully Insured-$1.7M - 298 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$155K
  • Vision$155K
  • Life$155K
  • Long-term disability$155K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • PROPEL INSURANCE AGENCY, LLC96%
  • WATCHTOWER BENEFITS, LLC4%
Total $64K2 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

TRIAD MACHINERY INC 401K PROFIT SHARING PLAN

401k

Assets$10.9M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRIAD MACHINERY, INC. WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRIAD MACHINERY INC 401K PROFIT SHARING PLAN401k$10.9M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRIAD MACHINERY, INC. WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2982025
Retirement plans
Welfare plans
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