Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$37K
- Vision$37K
- Life$37K
- Short-term disability$37K
- Long-term disability$37K
- Other$37K
Filings through .
Trilogy Financial Services, Inc.
EIN 33-0845526investment bankingLatest filing 2025
Plans
2
Retirement
1
$25.5M assets
Health & Benefits
1
$37K premiums
Participants
339
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 / $37K premiums / 163 covered lives
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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 FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN
401(k)
Assets$25.5M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
TRILOGY FINANCIAL SERVICES, INC. GROUP BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$37K
Covered lives163
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 FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN | 401(k) | $25.5M | 176 | 2025 |
- #001 · 401(k) · 2025176
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | TRILOGY FINANCIAL SERVICES, INC. GROUP BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $37K | 163 | 2025 |
- #512 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025163
Retirement plans
Health & Benefits plans