Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$64K
- Short-term disability$64K
- Long-term disability$64K
- Other$64K
- Dental$17K
- Vision$16K
Sponsor portfolio
T. E. R. I., INC.
EIN 95-3532129Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$96K premiums
Participants
1,243
251 AIRPORT RD - OCEANSIDE, CA 920581201760-721-1706
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $96K premiums / 321 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- ANTHEM LIFE INSURANCE COMPANY67%
- UNITED CONCORDIA INSURANCE COMPANY17%
- VISION SERVICE PLAN16%
Broker market share
Schedule A broker compensation
97%top
- MCGRIFF INSURANCE SERVICES INC97%
- MARSH & MCLENNAN AGENCY LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN OF T. E. R. I., INC.
403b
Assets$4.3M
Participants921
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
T.E.R.I., INC WELFARE BENEFITS PLAN
Mixed - ANTHEM LIFE INSURANCE COMPANY
Premiums$96K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN OF T. E. R. I., INC. | 403b | $4.3M | 921 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | T.E.R.I., INC WELFARE BENEFITS PLAN | Mixed | ANTHEM LIFE INSURANCE COMPANY | $96K | 321 | 2025 |
Retirement plans
Welfare plans