Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$971K
- Other$957K
- Life$628K
- Long-term disability$628K
- Vision$164K
Sponsor portfolio
TRIUMPH FINANCIAL, INC.
EIN 20-0477066financial servicesLatest filing 2025
Plans
2
Retirement
1
$101.0M assets
Welfare
1
$2.1M premiums
Participants
3,252
12700 PARK CENTRAL DRIVE, SUITE 1700 - DALLAS, TX 75251214-365-6900triumph.nm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 2,091 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
- LIFE INSURANCE COMPANY OF NORTH AMERICA30%
- RELIASTAR LIFE INSURANCE COMPANY14%
- EYEMED VISION CARE8%
- COMPSYCH2%
Broker market share
Schedule A broker compensation
84%top
- LOCKTON COMPANIES, LLC84%
- BENE RE LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRIUMPH FINANCIAL, INC. 401(K) PLAN
401k
Assets$101.0M
Participants1,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRIUMPH FINANCIAL, INC. EMPLOYEE WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.1M
Covered lives2,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRIUMPH FINANCIAL, INC. 401(K) PLAN | 401k | $101.0M | 1,810 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRIUMPH FINANCIAL, INC. EMPLOYEE WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.1M | 2,091 | 2025 |
Retirement plans
Welfare plans