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Sponsor portfolioWelfare / HealthEIN 95-2748901

TRIM-LOK, INC.

6855 HERMOSA CIRCLE · BUENA PARK, CA 906226180
7145620500
Plans filed
2
Years active
2016–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
372
No prior year
Total participants
209
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.9M
TRIM-LOK, INC. WELFARE BENEFIT PLAN
Mixed372 covered·4 carriers
Primary: AETNA LIFE INSURANCE CO.
Plan #502$244K
TRIM-LOK, INC. LIFE INSURANCE PLAN
Fully insured172 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.8M46.5%
Dental$2.1M25.3%
Vision$2.1M25.3%
Other$103K1.3%
Life$69K0.9%
Long-term disability$69K0.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$3.8M97.4%12372
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$69K1.8%11291
AFLAC
EIN 822723296
Oth
$33K0.9%1147

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COMPUSYS INSURANCE SERVICES INC.NEWPORT BEACH, CAHARTFORD LIFE AND ACCIDENT, AETNA LIFE INSURANCE CO., AFLAC, AETNA HEALTH, INC.$167K$0$167K98.3%1
DANIEL TYLER ADAMSONANAHEIM, CAAFLAC$300$0$3000.2%1
OWEN JOHNSTONSANTA ANA, CAAFLAC$294$0$2940.2%1
BRUNN & COMPANY INC.WOODINVILLE, WAAFLAC$238$0$2380.1%1
BEATRICE ADRIANA REYESSAN BERNARDINO, CAAFLAC$227$0$2270.1%1
STEPHANIE A REYNOSONEWPORT BEACH, CAAFLAC$183$3$1860.1%1
TOMMY C FLEESONIRVINE, CAAFLAC$158$5$1630.1%1
ANNETTE L. BURNSCASTAIC, CAAFLAC$144$0$1440.1%1
SUZANNE M BRUNNWOODINVILLE, WAAFLAC$111$0$1110.1%1
MITCHELL A KAUCHERCOSTA MESA, CAAFLAC$109$0$1090.1%1
PAUL B KIRTON JRLOS ANGELES, CAAFLAC$78$0$780.0%1
JARED ERDMANNCYPRESS, CAAFLAC$64$0$640.0%1
ACEVES INSURANCE SERVICES INC.DOWNEY, CAAFLAC$64$0$640.0%1
PAMELA BAKALYHERMOSA BEACH, CAAFLAC$61$0$610.0%1
MIRIAM F HUNGERFORDDANA POINT, CAAFLAC$54$0$540.0%1
CASSANDRA GREENLOS ALAMITOS, CAAFLAC$50$0$500.0%1
SCOTT W BLACKSHEARPONTE VEDRA BEACH, FLAFLAC$40$0$400.0%1
ASHLEY JADE RITTERGOSHEN, INAFLAC$40$0$400.0%1
NYDIA PAREDESMISSION VIEJO, CAAFLAC$39$0$390.0%1
ELIZABETH GONZALEZCOSTA MESA, CAAFLAC$30$8$380.0%1
CESAR A TORRESMISSION VIEJO, CAAFLAC$38$0$380.0%1
NANCY J ATCHUEBULLHEAD CITY, AZAFLAC$36$0$360.0%1
GEOFFREY MALAISNORTHRIDGE, CAAFLAC$35$0$350.0%1
JERAD C CROOKSBOURBON, INAFLAC$34$0$340.0%1
ALEJANDRA SAMANIEGOFONTANA, CAAFLAC$28$0$280.0%1
MARK J WOODCORONA, CAAFLAC$27$0$270.0%1
STANLEY M WISERIO VERDE, AZAFLAC$27$0$270.0%1
JOSEPH A BUZZELLOSCOTTSDALE, AZAFLAC$25$0$250.0%1
JANICE M ADAMSONANAHEIM, CAAFLAC$25$0$250.0%1
HOWARD HARTMANSIMI VALLEY, CAAFLAC$22$0$220.0%1
DAWN A CHRISTENSENNEWHALL, CAAFLAC$20$0$200.0%1
EUGENE PEREZPALM COAST, FLAFLAC$19$0$190.0%1
LYDIA L FLORESSOUTH GATE, CAAFLAC$17$0$170.0%1
PRICE, RAFFEL & LOWMAN INS.BURBANK, CAAFLAC$16$0$160.0%1
TASHA W DOSSETTTUPELO, MSAFLAC$15$0$150.0%1
KARI S. TAMKELONG BEACH, CAAFLAC$15$0$150.0%1
CRISTHIAN MARTINEZCORONA, CAAFLAC$14$0$140.0%1
JENNYNE SANCHEZMURRIETA, CAAFLAC$14$0$140.0%1
AMANDA M GRIFFITHBELLEVUE, WAAFLAC$13$0$130.0%1
TERRANCE M LUCZAJLADERA RANCH, CAAFLAC$13$0$130.0%1
CLAY W CAMPBELLBELLFLOWER, CAAFLAC$10$0$100.0%1
EVELYN ARAIZASANTA ANA, CAAFLAC$10$0$100.0%1
PATRICIA SPENUZZANEWPORT BEACH, CAAFLAC$10$0$100.0%1
BARRY MCPHERSON INCMCKINNEY, TXAFLAC$7$0$70.0%1
ANDREW R GRETHELLOVELAND, OHAFLAC$6$0$60.0%1
ROBERT CHARLES EMETTINDIO, CAAFLAC$6$0$60.0%1
DALE I DAVISLEXINGTON, KYAFLAC$5$0$50.0%1
JOY E GUNDERSONFAIRFIELD, CAAFLAC$3$0$30.0%1
JAMES J GRETHELLOVELAND, OHAFLAC$2$0$20.0%1
KERSTIN J VANZANTENTEMECULA, CAAFLAC$2$0$20.0%1

History & trajectory

10 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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