Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$70K
- Life$49K
- Other$49K
- Vision$30K
- Short-term disability$14K
Sponsor portfolio
TRI-WEST, LTD.
EIN 95-3633389building materialsLatest filing 2025
Plans
2
Retirement
1
$63.8M assets
Welfare
1
$160K premiums
Participants
713
12005 E. PIKE STREET - SANTA FE SPRINGS, CA 90670562-692-9166triwestltd.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $160K premiums / 334 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
- AMERITAS LIFE INSURANCE CORP.18%
Broker market share
Schedule A broker compensation
75%top
- ADVANCED BENEFIT CONSULTING75%
- STEALTH PARTNER GROUP LLC16%
- AMWINS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRI-WEST, LTD. 401K/PROFIT SHARING PLAN
401k
Assets$63.8M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRI-WEST, LTD. EMPLOYEE HEALTH BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$160K
Covered lives334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | 401k | $63.8M | 397 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRI-WEST, LTD. EMPLOYEE HEALTH BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $160K | 334 | 2025 |
Retirement plans
Welfare plans