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Sponsor portfolioWelfare / HealthEIN 86-1002710

TCI WEALTH ADVISORS, INC.

4011 EAST SUNRISE DRIVE · TUCSON, AZ 85718
5207331477
Plans filed
1
Years active
2025–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$158K
No prior year
Persons covered
101
No prior year
Total participants
103
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$158K
TCI WEALTH ADVISORS, INC. EMPLOYEE BENEFITS PLAN
Mixed101 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$158K16.7%
Vision$158K16.7%
Life$158K16.7%
Short-term disability$158K16.7%
Long-term disability$158K16.7%
Other$158K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
DVLSTDLTDOth
$158K100.0%11101

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOVITT AND TOUCHE, INC.TUCSON, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$10K$0$10K35.8%1
STRUNK INSURANCE GROUPPHOENIX, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$10K$0$10K35.6%1
BLUE CROSS BLUE SHIELD OF FLORIDAPHOENIX, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K28.6%1

Policy details

Latest year, by plan
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