PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
TRI-AD ACTUARIES

Welfare broker

TRI-AD ACTUARIES

Mailing address (most recent filing)

221 WEST CREST ST

STE 300

ESCONDIDO, CA 92025

Total comp: $563
Commissions: $0
Fees: $563
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for TRI-AD ACTUARIES.

No sponsors where TRI-AD ACTUARIES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
TRI-AD ACTUARIES

Welfare broker

TRI-AD ACTUARIES

Mailing address (most recent filing)

221 WEST CREST ST

STE 300

ESCONDIDO, CA 92025

Total comp: $563
Commissions: $0
Fees: $563
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for TRI-AD ACTUARIES.

No sponsors where TRI-AD ACTUARIES is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms