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  2. TRIM-LOK, INC.
Sponsor portfolio

TRIM-LOK, INC.

EIN 95-2748901-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$3.9M premiums
Participants
507
6855 HERMOSA CIRCLE - BUENA PARK, CA 906226180714-562-0500trimlok.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#005ProfitSharing-$15.7M - 298 part#501Mixed-$3.9M - 372 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$2.1M
  • Vision$2.1M
  • Other$103K
  • Life$69K
  • Long-term disability$69K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • HARTFORD LIFE AND ACCIDENT2%
  • AFLAC1%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • COMPUSYS INSURANCE SERVICES INC.98%
  • DANIEL TYLER ADAMSON0%
  • OWEN JOHNSTON0%
  • BRUNN & COMPANY INC.0%
  • BEATRICE ADRIANA REYES0%
  • +3 more
Total $170K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

TRIM-LOK, INC. 401(K) PLAN

ProfitSharing

Assets$15.7M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRIM-LOK, INC. WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$3.9M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005TRIM-LOK, INC. 401(K) PLANProfitSharing$15.7M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRIM-LOK, INC. WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$3.9M3722025
Retirement plans
Welfare plans
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