Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Health$2.4M
- Prescription drug$2.4M
- Dental$334K
- Vision$334K
- Life$334K
- +1 more
Sponsor portfolio
TRINITY MANAGEMENT, INC.
EIN 26-0015608Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$2.8M premiums
Participants
1,067
111 1ST AVENUE EAST - ONEONTA, AL 35121205-625-5049
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 483 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
60%top
- COMMUNITY INSURANCE LLC60%
- CONNIE M DAVIS40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRINITY MANAGEMENT, INC. 401(K) PLAN
ProfitSharing
Assets$5.9M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TRINITY MANAGEMENT, INC. GROUP HEALTH AND WELFARE WRAP PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Premiums$2.8M
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRINITY MANAGEMENT, INC. 401(K) PLAN | ProfitSharing | $5.9M | 584 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TRINITY MANAGEMENT, INC. GROUP HEALTH AND WELFARE WRAP PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ALABAMA | $2.8M | 483 | 2024 |
Retirement plans
Welfare plans