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Form 5500 · Employee benefit plan · KANSAS CITY, MO

TRADERS GENERAL AGENCY INC

TRADERS GENERAL AGENCY INC of KANSAS CITY, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WATKO BENEFITS GROUP. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3538168 · plan 501 · plan year 2025, filed Jun 9, 2026

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How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
239
Active at start of year
239
Active at end of year
250
Disclosed commissions
$29,672
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 503
Dentalinsured — PRINCIPAL LIFE INSURANCE COMPANY250 of 239 participants
Visioninsured — PRINCIPAL LIFE INSURANCE COMPANY250 of 239 participants
Lifeinsured — PRINCIPAL LIFE INSURANCE COMPANY250 of 239 participants
Disabilityinsured — PRINCIPAL LIFE INSURANCE COMPANY250 of 239 participants

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 250 people.

Reported premium across the insured contracts is $232,960, with $29,672 in disclosed broker commissions — about 13% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability250Jan 1, 2026$232,960$29,672

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRADERS GENERAL AGENCY INC
EIN 26-3538168

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

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