Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Life$613K
- Other$325K
- Short-term disability$182K
- Long-term disability$180K
Sponsor portfolioTH
TRACE3, LLC
EIN 95-4876514information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$173.3M assets
Welfare
1
$2.3M premiums
Participants
3,162
7505 IRVINE CENTER DR, SUITE 100 - IRVINE, CA 92618949-333-2337trace3.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 1,420 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA47%
- KAISER FOUNDATION HEALTH PLAN INC44%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- FOUR EVER LIFE INSURANCE COMPANY0%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRACE3 401(K) PLAN
401k
Assets$173.3M
Participants1,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRACE3, LLC HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$2.3M
Covered lives1,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRACE3 401(K) PLAN | 401k | $173.3M | 1,708 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRACE3, LLC HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $2.3M | 1,420 | 2025 |
Retirement plans
Welfare plans