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Sponsor portfolioWelfare / HealthEIN 81-0700429

TOYOTA RESEARCH INSTITUTE, INC.

d/b/a TRI
4440 EL CAMINO REAL · LOS ALTOS, CA 94022
3476855884
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$10.7M
No prior year
Persons covered
913
No prior year
Total participants
368
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$10.7M
TOYOTA RESEARCH INSTITUTE HEALTH AND WELFARE PLAN
Fully insured913 covered·8 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$9.7M45.1%
Prescription drug$9.7M45.1%
Dental$608K2.8%
Other$384K1.8%
Life$342K1.6%
Short-term disability$342K1.6%
Long-term disability$342K1.6%
Vision$77K0.4%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$8.6M80.5%11913
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.0M9.5%11126
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$608K5.7%11780
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$342K3.2%11327
VISION SERVICE PLAN
EIN 941632821
V
$77K0.7%11342
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$23K0.2%11144
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$14K0.1%11362
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$4K0.0%11300

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LAURA AFOA INSURANCE SERVICES, LLCSAN MATEO, CAPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC., DELTA DENTAL OF CALIFORNIA, UNITEDHEALTHCARE INSURANCE COMPANY$533K$0$533K94.5%1
AMWINSSANTA ANA, CAKAISER FOUNDATION HEALTH PLAN, INC.$28K$0$28K4.9%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILACE AMERICAN INSURANCE COMPANY$2K$201$2K0.4%1
CHARLIE A. WALTERSPEORIA, AZPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD$512$0$5120.1%1
MASOLI LEGACY LLCCONCORD, CAPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD$266$0$2660.0%1
DAURENE LEE LLCHENDERSON, NVPRE-PAID LEGAL SERVICES, INC DBA LEGALSHIELD$190$0$1900.0%1

History & trajectory

8 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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