Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$971K
- Other$957K
- Life$628K
- Long-term disability$628K
- Vision$164K
Filings through .
Triumph Financial, Inc.
EIN 20-0477066financial servicesLatest filing 2025
Plans
2
Retirement
1
$126.9M assets
Health & Benefits
1
$2.1M premiums
Participants
3,191
12700 PARK CENTRAL DRIVE, STE. 1700 - DALLAS, TX 75251214-365-6900triumph.nm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 2,091 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TRIUMPH FINANCIAL, INC. 401(K) PLAN
401(k)
Assets$126.9M
Participants1,749
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TRIUMPH FINANCIAL, INC. EMPLOYEE WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.1M
Covered lives2,091
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TRIUMPH FINANCIAL, INC. 401(K) PLAN | 401(k) | $126.9M | 1,749 | 2025 |
- #002 · 401(k) · 20251,749
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20252,091
Retirement plans
Health & Benefits plans