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Sponsor portfolio

TRIANGLE DISTRIBUTING CO.

EIN 95-1969507-wholesale-Latest filing 2025
Plans
2
Retirement
1
$41.1M assets
Welfare
1
$50K premiums
Participants
469
P.O. BOX 3988 - SANTA FE SPRINGS, CA 90670760-347-4052heimark.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#001401k-$41.1M - 266 part#501Mixed-$50K - 200 lives

Benefits portfolio analytics

1 plan / $50K premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$27K
  • Life$23K
  • Long-term disability$23K
  • Vision$22K
Total $50K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • AMERITAS LIFE INSURANCE CORP.45%
  • HEALTH AND HUMAN RESOURCE CENTER8%
Total $50K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ADVANCED BENEFIT CONSULTING89%
  • STEALTH PARTNER GROUP LLC11%
Total $2K2 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

HEIMARK DISTRIBUTING, LLC 401 (K) PLAN

401k

Assets$41.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRIANGLE DISTRIBUTING CO. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$50K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEIMARK DISTRIBUTING, LLC 401 (K) PLAN401k$41.1M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRIANGLE DISTRIBUTING CO. EMPLOYEE HEALTH BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$50K2002025
Retirement plans
Welfare plans
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