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Sponsor portfolio

THE TRI-M GROUP, LLC

EIN 04-3622615-construction-Latest filing 2025
Plans
3
Retirement
2
$84.2M assets
Welfare
1
$443K premiums
Participants
1,559
206 GALE LANE - KENNETT SQUARE, PA 19348610-444-1000tri-mgroup.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#005401k-$72.8M - 626 part#006ESOP-$11.4M - 461 part#501Mixed-$443K - 480 lives

Retirement portfolio analytics

2 plans aggregated / $84.2M assets / 1,087 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • & INVESTMENT PLAN (#005)86%
  • EMPLOYEE STOCK OWNERSHIP (#006)14%
Total $84.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#005)626
  • EMPLOYEE STOCK OWNERSHIP (#006)461
Total 1,087Click row to drill in

Benefits portfolio analytics

1 plan / $443K premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$392K
  • Life$343K
  • Short-term disability$343K
  • Long-term disability$343K
  • Vision$51K
Total $443K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA77%
  • VISION SERVICE PLAN12%
  • AFLAC9%
  • CURALINC HEALTHCARE2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $443K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • KANDIS PERRY2%
  • MATTHEW W EVANS1%
  • MELISSA S LYNCH1%
  • MORGAN STANLEY INS SERVICES INC1%
  • +3 more
Total $66K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$72.8M
Participants626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.4M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE TRI-M GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$443K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN401k$72.8M6262024
006THE TRI-M GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$11.4M4612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE TRI-M GROUP, LLC EMPLOYEE WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$443K4802025
Retirement plans
Welfare plans
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