Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$7.5M
- Vision$7.5M
- Life$7.5M
- Short-term disability$7.5M
- Long-term disability$7.5M
- Other$7.5M
Sponsor portfolio
TRILOGY MANAGEMENT SERVICES, LLC
EIN 32-0381871Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$193.7M assets
Welfare
1
$7.5M premiums
Participants
26,733
303 N HURSTBOURNE PKWY, SUITE 200 - LOUISVILLE, KY 40222502-412-5847
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.5M premiums / 11,738 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
100%top
- CBI HOLDINGS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN
401k
Assets$193.7M
Participants14,995
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRILOGY MANAGEMENT SERVICES,LLC EMPLOYEE WELFARE BENEFITS PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY
Premiums$7.5M
Covered lives11,738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN | 401k | $193.7M | 14,995 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRILOGY MANAGEMENT SERVICES,LLC EMPLOYEE WELFARE BENEFITS PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY | $7.5M | 11,738 | 2024 |
Retirement plans
Welfare plans