PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TREK BICYCLE CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 39-1237359

TREK BICYCLE CORPORATION

801 WEST MADISON STREET · WATERLOO, WI 535941379
9204782191
Plans filed
4
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
5,212
No prior year
Total participants
5,468
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$2.2M
TREK BICYCLE CORPORATION, ITS SUBSIDIARIES AND ASSOCIATED COMPANIES
Self-funded1,510 covered·1 carrier
Primary: UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH
Plan #505$1.1M
TREK BICYCLE CORPORATION GROUP DENTAL PLAN
Fully insured1,075 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #503$622K
TREK BICYCLE CORPORATION GROUP LIFE AND DISABILITY PLAN
Fully insured2,281 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #502$114K
TREK BICYCLE CORPORATION GROUP ACCIDENT AND HOSPITAL INDEMNITY
Fully insured346 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$2.2M41.2%
Dental$1.1M21.5%
Other$736K13.9%
Life$622K11.7%
Long-term disability$622K11.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
SL
$2.2M53.8%111,510
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$1.1M28.0%121,075
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$736K18.2%222,627

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIHARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF WISCONSIN$172K-$95$172K93.5%3
WATCHTOWER BENEFITS, LLCCHICAGO, ILHARTFORD LIFE AND ACCIDENT$0$12K$12K6.5%2

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica