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Sponsor portfolio

TRISTAR INSURANCE GROUP

EIN 95-2791831-Latest filing 2025
Plans
3
Retirement
1
$75.4M assets
Welfare
2
$2.1M premiums
Participants
2,191
100 OCEANGATE, STE 840 - LONG BEACH, CA 90802562-495-6600
Plans on this EIN
3 filings
#001401k-$75.4M - 1,105 part#503Mixed-$1.4M - 774 lives#501Fully Insured-$706K - 1,136 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 1,910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$356K
  • Long-term disability$356K
  • Other$356K
  • Health$295K
Total $706K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • HCC LIFE INSURANCE COMPANY8%
Total $706K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STEALTH PARTNER GROUP LLC100%
Total $5K1 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

TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN

401k

Assets$75.4M
Participants1,105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRISTAR INSURANCE GROUP INC MEDICAL PLAN

Mixed - BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Premiums$1.4M
Covered lives774
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRISTAR INSURANCE GROUP

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$706K
Covered lives1,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN401k$75.4M1,1052024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRISTAR INSURANCE GROUP INC MEDICAL PLANMixedBERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY$1.4M7742024
501TRISTAR INSURANCE GROUPFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$706K1,1362025
Retirement plans
Welfare plans
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