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  2. TRINITY PARTNERS, LLC.
Sponsor portfolio

TRINITY PARTNERS, LLC.

EIN 30-0284706-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$79.7M assets
Welfare
1
$9.1M premiums
Participants
1,543
230 THIRD AVENUE - WALTHAM, MA 024517528781-487-7300trinitytransportllc.comLinkedIn1-10 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$79.7M - 884 part#502Fully Insured-$9.1M - 963 lives

Benefits portfolio analytics

1 plan / $9.1M premiums / 963 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.8M
  • Dental$8.8M
  • Long-term disability$107K
  • Short-term disability$92K
  • Other$77K
  • Life$54K
  • +1 more
Total $9.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • EYEMED VISION CARE1%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $9.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • MARSH & MCLENNAN AGENCY LLC92%
  • THE NIA GROUP6%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $206K3 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

TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$79.7M
Participants884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRINITY PARTNERS, LLC GROUP HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$9.1M
Covered lives963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN401k$79.7M8842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRINITY PARTNERS, LLC GROUP HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$9.1M9632025
Retirement plans
Welfare plans
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