PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE MANAGEMENT GROUP DBA TMG

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 91-1324610

THE MANAGEMENT GROUP DBA TMG

7710 NE VANCOUVER MALL DR STE B · VANCOUVER, WA 986626485
3603970330
Plans filed
1
Years active
2018–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$699K
No prior year
Persons covered
271
No prior year
Total participants
176
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$699K
THE MANAGEMENT GROUP WELFARE BENEFIT PLAN
Mixed271 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$685K34.7%
Dental$622K31.5%
Vision$622K31.5%
Life$30K1.5%
Short-term disability$14K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
DVLOth
$652K93.3%12271
AFLAC
EIN 822723296
Oth
$30K4.3%1125
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
STD
$14K2.0%1166
CANOPY
EIN 930774210
Oth
$2K0.3%11156

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TRUCORDIA INSURANCE SERVICES LLCLINDON, UTUNITEDHEALTHCARE INSURANCE COMPANY, AFLAC$59K$0$59K80.7%1
ANDREW N LUCCOCKNEWBERG, ORAFLAC$9K$0$9K12.2%1
MONTGOMERY & GRAHAM INCLAKE OSWEGO, ORUNITEDHEALTHCARE INSURANCE COMPANY$3K$0$3K3.9%1
PCF INSURANCE SERVICES OF THE WESTPORTLAND, ORPRINCIPAL LIFE INSURANCE COMPANY$1K$277$1K1.9%1
TJ INSURANCE LLCFOREST GROVE, ORAFLAC$906$0$9061.2%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
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