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  2. TRILLIUM HEALTH, INC.
Sponsor portfolioTH

TRILLIUM HEALTH, INC.

EIN 16-1356734-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$2.7M premiums
Participants
679
259 MONROE AVE - ROCHESTER, NY 14607585-210-4201trilliumhealth.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$26.4M - 383 part#513Fully Insured-$2.7M - 295 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$152K
  • Other$115K
  • Short-term disability$99K
  • Life$84K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
  • EMPLOYEE NETWORK, INC.0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BROWN & BROWN INSURANCE SERVICES94%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC5%
  • STRATEGIC NON-MEDICAL SOLUTION1%
  • ALLIANCE FINANCIAL NETWORK0%
Total $105K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN

401k

Assets$26.4M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

TRILLIUM HEALTH, INC. WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.7M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN401k$26.4M3832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513TRILLIUM HEALTH, INC. WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.7M2952025
Retirement plans
Welfare plans
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