Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$170K
- Other$26K
- Dental$23K
- Long-term disability$9K
- Life$4K
- Vision$4K
Sponsor portfolio
TRIFECTA TECHNOLOGIES, INC.
EIN 23-2721084information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$232K premiums
Participants
129
5585 HAMILTON BLVD. SUITE C BOX 107 - ALLENTOWN, PA 18106610-530-7200trifecta.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $232K premiums / 54 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- AVALON INSURANCE COMPANY73%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
- CAPITAL ADVANTAGE ASSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
83%top
- BSI CORPORATE BENEFITS LLC83%
- JAMES R NELLIGAN & ASSOCIATES LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRIFECTA TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.6M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRIFECTA TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN (501)
Mixed - AVALON INSURANCE COMPANY
Premiums$232K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRIFECTA TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.6M | 85 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRIFECTA TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN (501) | Mixed | AVALON INSURANCE COMPANY | $232K | 54 | 2025 |
Retirement plans
Welfare plans