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
Sponsor portfolio
TRILOGY FINANCIAL SERVICES, INC.
EIN 33-0845526investment bankingLatest filing 2025
Plans
2
Retirement
1
$25.5M assets
Welfare
1
$37K premiums
Participants
339
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $37K premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
80%top
- BENEFIT STRATEGY PARTNERS, LLC80%
- CENTRO BENEFITS RESEARCH LLC18%
- DIGITAL INSURANCE LLC2%
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 FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN
401k
Assets$25.5M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
TRILOGY FINANCIAL SERVICES, INC. GROUP BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$37K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN | 401k | $25.5M | 176 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | TRILOGY FINANCIAL SERVICES, INC. GROUP BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $37K | 163 | 2025 |
Retirement plans
Welfare plans