PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ESHA RESEARCH LLC DBA TRUSTWELL

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 93-0777394

ESHA RESEARCH LLC DBA TRUSTWELL

94050 SW GEMINI DRIVE, SUITE 94415 · BEAVERTON, OR 97008
5035856242
Plans filed
1
Years active
2023–2024
Industry
NAICS 51
Latest filing
2024
Total premiums (latest)
$999K
No prior year
Persons covered
172
No prior year
Total participants
111
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$999K
TRUSTWELL HEALTH AND WELFARE BENEFIT PLAN
Fully insured172 covered·3 carriers
Primary: COMMUNITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$823K30.5%
Prescription drug$823K30.5%
Dental$176K6.5%
Vision$176K6.5%
Life$176K6.5%
Short-term disability$176K6.5%
Long-term disability$176K6.5%
Other$176K6.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HRx
$820K82.1%11172
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$176K17.6%11113
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3K0.3%111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOKAISER FOUNDATION HEALTH PLAN, INC., COMMUNITY INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$44K$9K$52K90.8%1
BRANDAN BRUCEINDIANOLA, IATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K9.2%1

History & trajectory

2 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