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Sponsor portfolio

TRULAND EQUIPMENT LLC

EIN 93-2065470-machinery-Latest filing 2025
Plans
3
Retirement
1
$44.7M assets
Welfare
2
$2.1M premiums
Participants
1,457
10305 LIBERTY UNION ROAD - VAN WERT, OH 45891419-238-1299trulandequip.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
3 filings
#001401k-$44.7M - 550 part#501Self Funded-$1.4M - 415 lives#502Fully Insured-$711K - 492 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 907 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Dental$711K
  • Vision$711K
  • Life$711K
  • Short-term disability$711K
  • Long-term disability$711K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HCC LIFE INSURANCE COMPANY67%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PHELAN INSURANCE AGENCY, INC.100%
Total $77K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRULAND EQUIPMENT, LLC 401(K) PLAN

401k

Assets$44.7M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRULAND EQUIPMENT LLC EMPLOYEE BENEFIT PLAN

Self Funded - TOKIO MARINE

Premiums$1.4M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRULAND EQUIPMENT LLC LIFE DENTAL & DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$711K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRULAND EQUIPMENT, LLC 401(K) PLAN401k$44.7M5502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRULAND EQUIPMENT LLC EMPLOYEE BENEFIT PLANSelf FundedTOKIO MARINE$1.4M4152025
502TRULAND EQUIPMENT LLC LIFE DENTAL & DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$711K4922025
Retirement plans
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