PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TRADER JOE'S COMPANY
Sponsor portfolioTH

TRADER JOE'S COMPANY

EIN 95-1987958-retail-Latest filing 2025
Plans
2
Retirement
1
$3.20B assets
Welfare
1
$463.6M premiums
Participants
143,167
800 SOUTH SHAMROCK AVENUE - MONROVIA, CA 91016626-599-3700traderjoes.comLinkedIn10001+ employeesretail
Plans on this EIN
2 filings
#002401k-$3.20B - 73,118 part#504Fully Insured-$463.6M - 66,164 lives

Benefits portfolio analytics

1 plan / $463.6M premiums / 66,164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$428.9M
  • Prescription drug$428.9M
  • Dental$18.4M
  • Short-term disability$8.2M
  • Long-term disability$8.2M
  • Other$5.5M
  • +2 more
Total $463.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA4%
  • HARTFORD LIFE AND ACCIDENT2%
  • STANDARD INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
  • +1 more
Total $463.6M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRADER JOE'S COMPANY RETIREMENT PLAN

401k

Assets$3.20B
Participants73,118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRADER JOE'S COMPANY GROUP HEALTH PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$463.6M
Covered lives66,164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRADER JOE'S COMPANY RETIREMENT PLAN401k$3.20B73,1182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRADER JOE'S COMPANY GROUP HEALTH PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$463.6M66,1642025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica