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Sponsor portfolioWelfare / HealthEIN 20-1222154

TRI-NATIONAL, INC.

2040 LITTLE HILLS EXPRESSWAY · ST. CHARLES, MO 63301
3147395134
Plans filed
5
Years active
2022–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
5,067
No prior year
Total participants
4,123
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #504$1.0M
TRI-NATIONAL, INC. HEALTH AND WELFARE LIFE AND DISABILITY PLAN
Fully insured1,291 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #505$514K
TRI-NATIONAL, INC. HEALTH AND WELFARE VOLUNTARY WORKSITE PLAN
Mixed770 covered·1 carrier
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$304K
TRI-NATIONAL HEALTH AND WELFARE DENTAL PLAN
Fully insured1,586 covered·1 carrier
Primary: DELTA DENTAL OF MISSOURI
Plan #503$49K
TRI-NATIONAL, INC. HEALTH AND WELFARE VISION PLAN
Fully insured1,420 covered·1 carrier
Primary: ADVANTICA INSURANCE COMPANY
Plan #501$0
TRI-NATIONAL, INC. HEALTH AND WELFARE MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.6M30.9%
Life$1.0M20.7%
Short-term disability$1.0M20.7%
Long-term disability$1.0M20.7%
Dental$304K6.1%
Vision$49K1.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$1.6M81.5%222,061
DELTA DENTAL OF CALIFORNIA
EIN 430908349
D
$304K16.0%111,586
ADVANTICA INSURANCE COMPANY
EIN 202170251
V
$49K2.6%111,420

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TRUENORTH COMPANIES LCCEDAR RAPIDS, IASYMETRA LIFE INSURANCE COMPANY$90K$19K$109K31.1%2
BROWN & BROWN INSURANCE SERVICESATLANTA, GADELTA DENTAL OF MISSOURI, ADVANTICA INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$64K$23K$87K24.9%4
GCG FINANCIAL LLCEDEN PRAIRIE, MNSYMETRA LIFE INSURANCE COMPANY$78K$0$78K22.4%1
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CADELTA DENTAL OF MISSOURI, ADVANTICA INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$46K$0$46K13.1%4
HAYS COMPANIES, INC.CHESTERFIELD, MOSYMETRA LIFE INSURANCE COMPANY$17K$0$17K4.8%1
MONTSHIRE GLOBAL DISTRIBUTORSLEAWOOD, KSSYMETRA LIFE INSURANCE COMPANY$0$13K$13K3.7%2

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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