Tricor Insurance
Plan context: Tricor Insurance 401K Profit Sharing Plan and Trust
EIN 39-1722612 • Lancaster, WI • 43 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
309
2024 Assets
$42,599,670
2024 Contributions
$4,353,133
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 309 | $42,599,670 | $4,353,133 | $14,088iApproximate average salary by contribution assumption: employee only about $352,195 at 4% or $234,797 at 6%; with 50% employer match about $234,797 at 4% or $156,531 at 6%; with 100% employer match about $176,098 at 4% or $117,398 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 293 | $42,599,670 | $4,353,133 | $14,857iApproximate average salary by contribution assumption: employee only about $371,428 at 4% or $247,618 at 6%; with 50% employer match about $247,618 at 4% or $165,079 at 6%; with 100% employer match about $185,714 at 4% or $123,809 at 6%. |
| Tricor LLC Wrap Plan | - | 309 | - | - | - |
| 2023 | 2 | 296 | $36,291,298 | $3,364,331 | $11,366iApproximate average salary by contribution assumption: employee only about $284,150 at 4% or $189,433 at 6%; with 50% employer match about $189,433 at 4% or $126,289 at 6%; with 100% employer match about $142,075 at 4% or $94,717 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 270 | $36,291,298 | $3,364,331 | $12,460iApproximate average salary by contribution assumption: employee only about $311,512 at 4% or $207,675 at 6%; with 50% employer match about $207,675 at 4% or $138,450 at 6%; with 100% employer match about $155,756 at 4% or $103,837 at 6%. |
| Tricor LLC Wrap Plan | - | 296 | - | - | - |
| 2022 | 2 | 236 | $30,609,077 | $4,408,712 | $18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,566 at 6%; with 100% employer match about $233,512 at 4% or $155,675 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 236 | $30,609,077 | $4,408,712 | $18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,566 at 6%; with 100% employer match about $233,512 at 4% or $155,675 at 6%. |
| Tricor LLC Wrap Plan | - | 233 | - | - | - |
| 2021 | 2 | 206 | $32,635,502 | $2,218,242 | $10,768iApproximate average salary by contribution assumption: employee only about $269,204 at 4% or $179,469 at 6%; with 50% employer match about $179,469 at 4% or $119,646 at 6%; with 100% employer match about $134,602 at 4% or $89,735 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 206 | $32,635,502 | $2,218,242 | $10,768iApproximate average salary by contribution assumption: employee only about $269,204 at 4% or $179,469 at 6%; with 50% employer match about $179,469 at 4% or $119,646 at 6%; with 100% employer match about $134,602 at 4% or $89,735 at 6%. |
| Tricor LLC Wrap Plan | - | 193 | - | - | - |
| 2020 | 7 | 215 | $28,328,652 | $2,189,651 | $10,184iApproximate average salary by contribution assumption: employee only about $254,611 at 4% or $169,740 at 6%; with 50% employer match about $169,740 at 4% or $113,160 at 6%; with 100% employer match about $127,305 at 4% or $84,870 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 215 | $28,328,652 | $2,189,651 | $10,184iApproximate average salary by contribution assumption: employee only about $254,611 at 4% or $169,740 at 6%; with 50% employer match about $169,740 at 4% or $113,160 at 6%; with 100% employer match about $127,305 at 4% or $84,870 at 6%. |
| Tricor Insurance Flexible Compensation Plan | - | 120 | - | - | - |
| TRICOR INSURANCE HEALTH PLAN | - | 0 | - | - | - |
| Tricor LLC Wrap Plan | - | 203 | - | - | - |
| TRICOR INSURANCE HEALTH REIMBURSEMENT PLAN | - | 114 | - | - | - |
| TRICOR INSURANCE LIFE AND LONG-TERM DISABILITY INSURANCE PLAN | - | 206 | - | - | - |
| TRICOR INSURANCE DENTAL PLAN | - | 126 | - | - | - |
| 2019 | 4 | 223 | $24,185,875 | $2,245,198 | $10,068iApproximate average salary by contribution assumption: employee only about $251,704 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,868 at 6%; with 100% employer match about $125,852 at 4% or $83,901 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 223 | $24,185,875 | $2,245,198 | $10,068iApproximate average salary by contribution assumption: employee only about $251,704 at 4% or $167,803 at 6%; with 50% employer match about $167,803 at 4% or $111,868 at 6%; with 100% employer match about $125,852 at 4% or $83,901 at 6%. |
| Tricor Insurance Flexible Compensation Plan | - | 110 | - | - | - |
| TRICOR INSURANCE HEALTH REIMBURSEMENT PLAN | - | 107 | - | - | - |
| Tricor LLC Wrap Plan | - | 217 | - | - | - |
| 2018 | 3 | 215 | $18,878,530 | $1,685,501 | $7,840iApproximate average salary by contribution assumption: employee only about $195,988 at 4% or $130,659 at 6%; with 50% employer match about $130,659 at 4% or $87,106 at 6%; with 100% employer match about $97,994 at 4% or $65,329 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 215 | $18,878,530 | $1,685,501 | $7,840iApproximate average salary by contribution assumption: employee only about $195,988 at 4% or $130,659 at 6%; with 50% employer match about $130,659 at 4% or $87,106 at 6%; with 100% employer match about $97,994 at 4% or $65,329 at 6%. |
| Tricor Insurance Flexible Compensation Plan | - | 108 | - | - | - |
| TRICOR INSURANCE HEALTH REIMBURSEMENT PLAN | - | 127 | - | - | - |
| 2017 | 3 | 212 | $19,574,441 | $1,625,718 | $7,668iApproximate average salary by contribution assumption: employee only about $191,712 at 4% or $127,808 at 6%; with 50% employer match about $127,808 at 4% or $85,205 at 6%; with 100% employer match about $95,856 at 4% or $63,904 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 212 | $19,574,441 | $1,625,718 | $7,668iApproximate average salary by contribution assumption: employee only about $191,712 at 4% or $127,808 at 6%; with 50% employer match about $127,808 at 4% or $85,205 at 6%; with 100% employer match about $95,856 at 4% or $63,904 at 6%. |
| TRICOR INSURANCE HEALTH REIMBURSEMENT PLAN | - | 128 | - | - | - |
| Tricor Insurance Flexible Compensation Plan | - | 103 | - | - | - |
| 2016 | 1 | 213 | $16,571,163 | $2,914,710 | $13,684iApproximate average salary by contribution assumption: employee only about $342,102 at 4% or $228,068 at 6%; with 50% employer match about $228,068 at 4% or $152,045 at 6%; with 100% employer match about $171,051 at 4% or $114,034 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 213 | $16,571,163 | $2,914,710 | $13,684iApproximate average salary by contribution assumption: employee only about $342,102 at 4% or $228,068 at 6%; with 50% employer match about $228,068 at 4% or $152,045 at 6%; with 100% employer match about $171,051 at 4% or $114,034 at 6%. |
| 2015 | 1 | 215 | $13,332,140 | $2,936,047 | $13,656iApproximate average salary by contribution assumption: employee only about $341,401 at 4% or $227,601 at 6%; with 50% employer match about $227,601 at 4% or $151,734 at 6%; with 100% employer match about $170,700 at 4% or $113,800 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 215 | $13,332,140 | $2,936,047 | $13,656iApproximate average salary by contribution assumption: employee only about $341,401 at 4% or $227,601 at 6%; with 50% employer match about $227,601 at 4% or $151,734 at 6%; with 100% employer match about $170,700 at 4% or $113,800 at 6%. |
| 2014 | 1 | 144 | $10,882,773 | $1,073,262 | $7,453iApproximate average salary by contribution assumption: employee only about $186,330 at 4% or $124,220 at 6%; with 50% employer match about $124,220 at 4% or $82,813 at 6%; with 100% employer match about $93,165 at 4% or $62,110 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 144 | $10,882,773 | $1,073,262 | $7,453iApproximate average salary by contribution assumption: employee only about $186,330 at 4% or $124,220 at 6%; with 50% employer match about $124,220 at 4% or $82,813 at 6%; with 100% employer match about $93,165 at 4% or $62,110 at 6%. |
| 2013 | 1 | 136 | $9,653,470 | $780,016 | $5,735iApproximate average salary by contribution assumption: employee only about $143,385 at 4% or $95,590 at 6%; with 50% employer match about $95,590 at 4% or $63,727 at 6%; with 100% employer match about $71,693 at 4% or $47,795 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 136 | $9,653,470 | $780,016 | $5,735iApproximate average salary by contribution assumption: employee only about $143,385 at 4% or $95,590 at 6%; with 50% employer match about $95,590 at 4% or $63,727 at 6%; with 100% employer match about $71,693 at 4% or $47,795 at 6%. |
| 2012 | 1 | 132 | $8,015,981 | $673,978 | $5,106iApproximate average salary by contribution assumption: employee only about $127,647 at 4% or $85,098 at 6%; with 50% employer match about $85,098 at 4% or $56,732 at 6%; with 100% employer match about $63,824 at 4% or $42,549 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 132 | $8,015,981 | $673,978 | $5,106iApproximate average salary by contribution assumption: employee only about $127,647 at 4% or $85,098 at 6%; with 50% employer match about $85,098 at 4% or $56,732 at 6%; with 100% employer match about $63,824 at 4% or $42,549 at 6%. |
| 2011 | 1 | 138 | $6,834,255 | $622,392 | $4,510iApproximate average salary by contribution assumption: employee only about $112,752 at 4% or $75,168 at 6%; with 50% employer match about $75,168 at 4% or $50,112 at 6%; with 100% employer match about $56,376 at 4% or $37,584 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 138 | $6,834,255 | $622,392 | $4,510iApproximate average salary by contribution assumption: employee only about $112,752 at 4% or $75,168 at 6%; with 50% employer match about $75,168 at 4% or $50,112 at 6%; with 100% employer match about $56,376 at 4% or $37,584 at 6%. |
| 2010 | 1 | 137 | $6,547,116 | $553,176 | $4,038iApproximate average salary by contribution assumption: employee only about $100,945 at 4% or $67,296 at 6%; with 50% employer match about $67,296 at 4% or $44,864 at 6%; with 100% employer match about $50,472 at 4% or $33,648 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 137 | $6,547,116 | $553,176 | $4,038iApproximate average salary by contribution assumption: employee only about $100,945 at 4% or $67,296 at 6%; with 50% employer match about $67,296 at 4% or $44,864 at 6%; with 100% employer match about $50,472 at 4% or $33,648 at 6%. |
| 2009 | 1 | 124 | $5,329,762 | $498,978 | $4,024iApproximate average salary by contribution assumption: employee only about $100,600 at 4% or $67,067 at 6%; with 50% employer match about $67,067 at 4% or $44,711 at 6%; with 100% employer match about $50,300 at 4% or $33,533 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 124 | $5,329,762 | $498,978 | $4,024iApproximate average salary by contribution assumption: employee only about $100,600 at 4% or $67,067 at 6%; with 50% employer match about $67,067 at 4% or $44,711 at 6%; with 100% employer match about $50,300 at 4% or $33,533 at 6%. |
| 2008 | 1 | 123 | $3,656,313 | $552,979 | $4,496iApproximate average salary by contribution assumption: employee only about $112,394 at 4% or $74,929 at 6%; with 50% employer match about $74,929 at 4% or $49,953 at 6%; with 100% employer match about $56,197 at 4% or $37,465 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 123 | $3,656,313 | $552,979 | $4,496iApproximate average salary by contribution assumption: employee only about $112,394 at 4% or $74,929 at 6%; with 50% employer match about $74,929 at 4% or $49,953 at 6%; with 100% employer match about $56,197 at 4% or $37,465 at 6%. |
| 2007 | 1 | 119 | $5,322,737 | $551,287 | $4,633iApproximate average salary by contribution assumption: employee only about $115,817 at 4% or $77,211 at 6%; with 50% employer match about $77,211 at 4% or $51,474 at 6%; with 100% employer match about $57,908 at 4% or $38,606 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 119 | $5,322,737 | $551,287 | $4,633iApproximate average salary by contribution assumption: employee only about $115,817 at 4% or $77,211 at 6%; with 50% employer match about $77,211 at 4% or $51,474 at 6%; with 100% employer match about $57,908 at 4% or $38,606 at 6%. |
| 2006 | 1 | 121 | $4,470,713 | $580,144 | $4,795iApproximate average salary by contribution assumption: employee only about $119,864 at 4% or $79,910 at 6%; with 50% employer match about $79,910 at 4% or $53,273 at 6%; with 100% employer match about $59,932 at 4% or $39,955 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 121 | $4,470,713 | $580,144 | $4,795iApproximate average salary by contribution assumption: employee only about $119,864 at 4% or $79,910 at 6%; with 50% employer match about $79,910 at 4% or $53,273 at 6%; with 100% employer match about $59,932 at 4% or $39,955 at 6%. |
| 2005 | 1 | 102 | $3,657,318 | $443,902 | $4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,355 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 102 | $3,657,318 | $443,902 | $4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,355 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%. |
| 2004 | 1 | 108 | $3,067,430 | $401,162 | $3,714iApproximate average salary by contribution assumption: employee only about $92,862 at 4% or $61,908 at 6%; with 50% employer match about $61,908 at 4% or $41,272 at 6%; with 100% employer match about $46,431 at 4% or $30,954 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 108 | $3,067,430 | $401,162 | $3,714iApproximate average salary by contribution assumption: employee only about $92,862 at 4% or $61,908 at 6%; with 50% employer match about $61,908 at 4% or $41,272 at 6%; with 100% employer match about $46,431 at 4% or $30,954 at 6%. |
| 2003 | 1 | 97 | $2,409,904 | $380,057 | $3,918iApproximate average salary by contribution assumption: employee only about $97,953 at 4% or $65,302 at 6%; with 50% employer match about $65,302 at 4% or $43,535 at 6%; with 100% employer match about $48,976 at 4% or $32,651 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 97 | $2,409,904 | $380,057 | $3,918iApproximate average salary by contribution assumption: employee only about $97,953 at 4% or $65,302 at 6%; with 50% employer match about $65,302 at 4% or $43,535 at 6%; with 100% employer match about $48,976 at 4% or $32,651 at 6%. |
| 2002 | 1 | 92 | $0 | $0 | - |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 92 | - | - | - |
| 2001 | 1 | 80 | $1,615,506 | $271,214 | $3,390iApproximate average salary by contribution assumption: employee only about $84,754 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,669 at 6%; with 100% employer match about $42,377 at 4% or $28,251 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 80 | $1,615,506 | $271,214 | $3,390iApproximate average salary by contribution assumption: employee only about $84,754 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,669 at 6%; with 100% employer match about $42,377 at 4% or $28,251 at 6%. |
| 2000 | 1 | 81 | $1,643,510 | $248,992 | $3,074iApproximate average salary by contribution assumption: employee only about $76,849 at 4% or $51,233 at 6%; with 50% employer match about $51,233 at 4% or $34,155 at 6%; with 100% employer match about $38,425 at 4% or $25,616 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 81 | $1,643,510 | $248,992 | $3,074iApproximate average salary by contribution assumption: employee only about $76,849 at 4% or $51,233 at 6%; with 50% employer match about $51,233 at 4% or $34,155 at 6%; with 100% employer match about $38,425 at 4% or $25,616 at 6%. |
| 1999 | 1 | 79 | $1,685,727 | $277,727 | $3,516iApproximate average salary by contribution assumption: employee only about $87,888 at 4% or $58,592 at 6%; with 50% employer match about $58,592 at 4% or $39,061 at 6%; with 100% employer match about $43,944 at 4% or $29,296 at 6%. |
| Tricor Insurance 401K Profit Sharing Plan and Trust | - | 79 | $1,685,727 | $277,727 | $3,516iApproximate average salary by contribution assumption: employee only about $87,888 at 4% or $58,592 at 6%; with 50% employer match about $58,592 at 4% or $39,061 at 6%; with 100% employer match about $43,944 at 4% or $29,296 at 6%. |