Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 83-1643898
TRI HOLDCO, INC.
600 COOLIDGE DRIVE, SUITE 350 · FOLSOM, CA 95630
9169048232
- Plans filed
- 10
- Years active
- 2018–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
521
No prior year
Total participants
301
No prior year
Plans filed
10
No prior year
Plans under this sponsor
10 plans
Plan #510$5.1M
TRI HOLDCO, INC.
Fully insured521 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #508$3.3M
TRI HOLDCO, INC. MEDICAL
Fully insured240 covered·1 carrier
Primary: CALIFORNIACHOICE
Plan #501$107K
TAXRESOURCES, INC. TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Mixed260 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$23K
TAXRESOURCES, INC. VISION PLAN
Fully insured260 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$20K
TAXRESOURCES, INC. LONG TERM DISABILITY PLAN
Fully insured62 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #507$13K
TAXRESOURCES, INC. SHORT THERM DISABILITY INSURANCE PLAN
Fully insured53 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #505$11K
TAXRESOURCES, INC. ACCIDENT INSURANCE PLAN
Fully insured44 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #504$10K
TAXRESOURCES, INC. CANCER INSURANCE PLAN
Mixed31 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #506$8K
TAXRESOURCES, INC. CRITICAL ILLNESS INSURANCE PLAN
Fully insured31 covered·1 carrier
Primary: UNION SECURITY INSURANCE COMPANY
Plan #509$0
TRI HOLDCO, INC. DENTAL
Fully insured241 covered·1 carrier
Primary: DELTA DENTAL OF CALIFORNIA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.5M | 35.7% | |
| Prescription drug | $4.5M | 35.7% | |
| Dental | $593K | 4.8% | |
| Vision | $593K | 4.8% | |
| Life | $593K | 4.8% | |
| Short-term disability | $593K | 4.8% | |
| Long-term disability | $593K | 4.8% | |
| Other | $593K | 4.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $2.7M | 54.3% | 1 | 1 | 228 |
EIN 942767563 | HRx | $1.7M | 34.0% | 1 | 1 | 84 |
EIN 135581829 | DVLSTDLTDOth | $593K | 11.7% | 1 | 1 | 521 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | SACRAMENTO, CA | METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CPAS | $305K | $24K | $330K | 90.4% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $28K | $7K | $35K | 9.6% | 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