Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$8.3M
- Vision$8.3M
- Life$8.3M
- Short-term disability$8.3M
- Long-term disability$8.3M
- Other$8.3M
Filings through .
Trilogy Management Services, LLC
EIN 32-0381871Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$235.5M assets
Health & Benefits
1
$8.3M premiums
Participants
28,817
303 N HURSTBOURNE PKWY, SUITE 200 - LOUISVILLE, KY 40222502-412-5847
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 / $8.3M premiums / 11,787 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- 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#001
TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN
401(k)
Assets$235.5M
Participants17,030
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
TRILOGY MANAGEMENT SERVICES,LLC EMPLOYEE WELFARE BENEFITS PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY
Premiums$8.3M
Covered lives11,787
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN | 401(k) | $235.5M | 17,030 | 2025 |
- #001 · 401(k) · 202517,030
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TRILOGY MANAGEMENT SERVICES,LLC EMPLOYEE WELFARE BENEFITS PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY | $8.3M | 11,787 | 2025 |
- #501 · Mixed · GUARDIAN LIFE INSURANCE COMPANY · 202511,787
Retirement plans
Health & Benefits plans